# Bond & Devick Wealth Partners

> 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.

- CRD: 283682
- Filed as: BOND & DEVICK WEALTH PARTNERS
- Legal name: Bond & Devick Financial Network, Inc.
- Also doing business as: BOND & DEVICK
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Saint Louis Park, MN
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/283682
- AdvisorCensus page: https://advisorcensus.com/firm/bond-and-devick-wealth-partners-saint-louis-park-mn-283682

## Quick answers

**How is Bond & Devick Wealth Partners compensated?**
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).

**Where is Bond & Devick Wealth Partners located?**
Bond & Devick Wealth Partners' principal office is in Saint Louis Park, MN, according to its Form ADV.

**Is Bond & Devick Wealth Partners registered with the SEC or a state?**
Bond & Devick Wealth Partners is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 283682.

**How much does Bond & Devick Wealth Partners manage?**
Bond & Devick Wealth Partners reports $705,527,786 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (100% discretionary).

**How have Bond & Devick Wealth Partners' assets and staff changed since 2021?**
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.

**What types of clients does Bond & Devick Wealth Partners serve?**
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).

**Which custodians does Bond & Devick Wealth Partners use?**
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.

**Does Bond & Devick Wealth Partners report any disciplinary disclosures?**
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

**What changed in Bond & Devick Wealth Partners' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $615,867,019 to $705,527,786 (+15%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $705,527,786
- Discretionary: $704,290,339
- Non-discretionary: $1,237,447

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 183 | $59,080,945 |
| High net worth individuals | 330 | $633,019,087 |
| Charitable organizations | 5 | $13,427,754 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2016 (10 years)
- Employees: 16 total, 6 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, CO, FL, LA, MN, NM, OR, SD, TX, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bondanddevick.com
- Facebook @BONDDEVICK-WEALTH-PARTNERS-118313290793
- LinkedIn @BONDANDDEVICK-WEALTH-PARTNERS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $474,926,435 | 10 | January 28, 2021 |
| October 2022 | $551,594,733 | 12 | September 22, 2022 |
| October 2023 | $500,219,379 | 12 | March 21, 2023 |
| October 2024 | $557,332,991 | 12 | April 9, 2024 |
| October 2025 | $615,867,019 | 15 | February 20, 2025 |
| October 2026 | $705,527,786 | 16 | March 10, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $615,867,019 to $705,527,786 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bond & Devick Wealth Partners (CRD 283682): Form ADV filing data as of October 2026.