# Boria Wealth Management, Ltd

> Boria Wealth Management, Ltd is an SEC-registered investment advisory firm in Wayzata, MN, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated October 1, 2026.

- CRD: 343761
- Filed as: BORIA WEALTH MANAGEMENT, LTD
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: Wayzata, MN
- Filing period: October 2026
- Form ADV filing dated: October 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/343761
- AdvisorCensus page: https://advisorcensus.com/firm/boria-wealth-management-ltd-wayzata-mn-343761

## Quick answers

**How is Boria Wealth Management, Ltd compensated?**
On its Form ADV (Item 5.E, October 2026), Boria Wealth Management, Ltd reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Boria Wealth Management, Ltd located?**
Boria Wealth Management, Ltd's principal office is in Wayzata, MN, according to its Form ADV.

**Is Boria Wealth Management, Ltd registered with the SEC or a state?**
Boria Wealth Management, Ltd is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 343761.

**How much does Boria Wealth Management, Ltd manage?**
Boria Wealth Management, Ltd reports $0 in regulatory assets under management in its Form ADV filing dated October 1, 2026.

**Does Boria Wealth Management, Ltd 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/343761

**What changed in Boria Wealth Management, Ltd's recent Form ADV filings?**
In the October 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Changes in the filing (last 12 months)

### October 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Boria Wealth Management, Ltd (CRD 343761): Form ADV filing data as of October 2026.