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| Boyum Wealth Architects LLC
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|---|---|
| CRD # | 161261 |
| SEC # | 801-112783 |
| CIK # | 0002068635 |
| AUM | 564.0 M (2026-04-30) |
| Employees | 15 (60% Investors, 0% Brokers) |
| Phone | 651-289-6444 |
| Address | 3050 Metro Drive Bloomington, MN 55425 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002068635 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.0 | ||
| Fastenal Co | 1.6 | ||
| Polaris Industries Inc/MN | 1.2 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 189 | 76.8 |
| (b) Individuals (high net worth individuals) | 141 | 346.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 76.9 |
| (h) Charitable organizations | 0 | 1.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 2.4 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 1.4 |
| (n) Other | 120 | 59.2 |
| Total | 1,155 | 564.0 |
| By Discretionary | ||
| Discretionary | 1,002 | 423.8 |
| Non-Discretionary | 153 | 140.2 |
| Total | 1,155 | 564.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.5 | |
| United States Persons | 560.5 | |
| Total | 1,155 | 564.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002068635] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 8 (1 non-US) |
| Serves | Institutional, Retail, Research |
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