AdvisorCensus / Financial advisors / Minnesota / Minneapolis / Boulevard
Boulevard is an SEC-registered investment advisory firm in Bloomington, MN, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 22, 2026.
Quick answers
From the filingHow is Boulevard compensated?
On its Form ADV (Item 5.E, October 2026), Boulevard reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); commissions; other.
Where is Boulevard located?
Boulevard's principal office is in Bloomington, MN, according to its Form ADV.
Is Boulevard registered with the SEC or a state?
Boulevard is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 164423.
How much does Boulevard manage?
Boulevard reports $119,494,387 in regulatory assets under management in its Form ADV filing dated April 22, 2026 (98% discretionary).
What types of clients does Boulevard serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (229); high net worth individuals (37); pension and profit sharing plans (but not the plan participants or government pension plans) (2).
Which custodians does Boulevard use?
Boulevard's 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 Boulevard 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/164423
What changed in Boulevard's recent Form ADV filings?
In the March 2026 filing data: No longer lists the business name Rapacki & Co. Advisory.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated April 22, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$119,494,387 as of October 2026, filing dated April 22, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Registration and firm details
Items 1, 2, 5- Legal name
- Boulevard Wealth Management, Inc.
- Also doing business as
- BOULEVARD WEALTH
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 5. Performing investment advisory functions: 4.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- March 2026
- No longer lists the business name Rapacki & Co. Advisory.
- February 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Boulevard (CRD 164423): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/boulevard-bloomington-mn-164423