# 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.

- CRD: 164423
- Filed as: BOULEVARD
- Legal name: Boulevard Wealth Management, Inc.
- Also doing business as: BOULEVARD WEALTH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bloomington, MN
- Filing period: October 2026
- Form ADV filing dated: April 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/164423
- AdvisorCensus page: https://advisorcensus.com/firm/boulevard-bloomington-mn-164423

## Quick answers

**How 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

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

### 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: $119,494,387
- Discretionary: $117,406,247
- Non-discretionary: $2,088,140

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 229 | $45,895,347 |
| High net worth individuals | 37 | $71,510,900 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $2,088,140 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### 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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- boulevardwealth.com

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Boulevard (CRD 164423): Form ADV filing data as of October 2026.