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Adviser Profile

As of Date 04/22/2026
Registration SEC, Approved, 01/09/2026
Other registrations (3)
Former registrations

BOULEVARD WEALTH MANAGEMENT, INC.

ADV Location BLOOMINGTON, MN, United States
Contact Info 877 xxxxxxx
Websites
AUM* 119,494,387
of that, discretionary 117,406,247
Number of Employees 5
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 139,271
% High Net Worth 13.81%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions

Reported AUM

117M 101M 84M 67M 50M 34M 17M
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees