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Adviser Profile

As of Date 01/11/2026
Registration status Registration Changed to BOULEVARD WEALTH MANAGEMENT, INC.
ADV Location BLOOMINGTON, MN, United States
Contact Info 877 xxxxxxx
Websites
AUM* 112,880,711 20%
of that, discretionary 112,880,711 20%
Number of Employees 5
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 121,117 7%
% High Net Worth 17.16% 2%
SMA’s No
Private Funds 0

Adviser Type

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

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

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees