{
  "crd_number": 283682,
  "slug": "bond-and-devick-wealth-partners-saint-louis-park-mn-283682",
  "primary_business_name": "BOND & DEVICK WEALTH PARTNERS",
  "legal_name": "BOND & DEVICK FINANCIAL NETWORK, INC.",
  "dbas": [
    "BOND & DEVICK"
  ],
  "city": "Saint Louis Park",
  "state": "MN",
  "country": "United States",
  "cbsa_code": "33460",
  "metro": {
    "cbsa_code": "33460",
    "common_name": "Minneapolis",
    "msa_name": "Minneapolis-St. Paul-Bloomington, MN-WI",
    "path": "/advisors/mn/minneapolis"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2016-06-01",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-03-10",
  "carried_forward": false,
  "raum_total": 705527786.0,
  "raum_discretionary": 704290339.0,
  "raum_non_discretionary": 1237447.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 16,
  "advisory_employees": 6,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 13427754.0,
      "count": 5
    },
    "individuals": {
      "raum": 59080945.0,
      "count": 183
    },
    "high_net_worth_individuals": {
      "raum": 633019087.0,
      "count": 330
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "LA",
    "MN",
    "NM",
    "OR",
    "SD",
    "TX",
    "WA",
    "WI"
  ],
  "websites": [
    "https://bondanddevick.com",
    "https://facebook.com/BONDDEVICK-WEALTH-PARTNERS-118313290793",
    "https://linkedin.com/COMPANY/BONDANDDEVICK-WEALTH-PARTNERS"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/283682",
  "city_as_filed": "SAINT LOUIS PARK",
  "url": "https://advisorcensus.com/firm/bond-and-devick-wealth-partners-saint-louis-park-mn-283682",
  "display_name": "Bond & Devick Wealth Partners",
  "summary": "Bond & Devick Wealth Partners is an SEC-registered investment advisory firm in Saint Louis Park, MN, registered since 2016, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 10, 2026.",
  "citation": "AdvisorCensus. Bond & Devick Wealth Partners (CRD 283682): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Bond & Devick Wealth Partners compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Bond & Devick Wealth Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Bond & Devick Wealth Partners located?",
      "a": "Bond & Devick Wealth Partners' principal office is in Saint Louis Park, MN, according to its Form ADV."
    },
    {
      "q": "Is Bond & Devick Wealth Partners registered with the SEC or a state?",
      "a": "Bond & Devick Wealth Partners is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 283682."
    },
    {
      "q": "How much does Bond & Devick Wealth Partners manage?",
      "a": "Bond & Devick Wealth Partners reports $705,527,786 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (100% discretionary)."
    },
    {
      "q": "How have Bond & Devick Wealth Partners' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Bond & Devick Wealth Partners: Regulatory assets under management: $474,926,435 in the October 2021 data and $705,527,786 in the October 2026 data, up 49%. Total employees: 10 in October 2021 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Bond & Devick Wealth Partners serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (330); individuals (other than high net worth individuals) (183); charitable organizations (5)."
    },
    {
      "q": "Which custodians does Bond & Devick Wealth Partners use?",
      "a": "Bond & Devick Wealth Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Bond & Devick Wealth Partners report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/283682"
    },
    {
      "q": "What changed in Bond & Devick Wealth Partners' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $615,867,019 to $705,527,786 (+15%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 474926435.0,
      "total_employees": 10,
      "filing_date": "2021-01-28"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 551594733.0,
      "total_employees": 12,
      "filing_date": "2022-09-22"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 500219379.0,
      "total_employees": 12,
      "filing_date": "2023-03-21"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 557332991.0,
      "total_employees": 12,
      "filing_date": "2024-04-09"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 615867019.0,
      "total_employees": 15,
      "filing_date": "2025-02-20"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 705527786.0,
      "total_employees": 16,
      "filing_date": "2026-03-10"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $615,867,019 to $705,527,786 (+15%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/bond-and-devick-wealth-partners-saint-louis-park-mn-283682.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 183,
      "fewer_than_5": false,
      "raum": 59080945.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 330,
      "fewer_than_5": false,
      "raum": 633019087.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 5,
      "fewer_than_5": false,
      "raum": 13427754.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/283682",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}