{
  "crd_number": 317050,
  "slug": "boutique-wealth-advisors-llc-canton-oh-317050",
  "primary_business_name": "BOUTIQUE WEALTH ADVISORS LLC",
  "legal_name": "BOUTIQUE WEALTH ADVISORS LLC",
  "dbas": [],
  "city": "Canton",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "15940",
  "metro": {
    "cbsa_code": "15940",
    "common_name": "Canton",
    "msa_name": "Canton-Massillon, OH",
    "path": "/advisors/oh/canton"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2021-10-08",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-06-26",
  "carried_forward": false,
  "raum_total": 26383087.0,
  "raum_discretionary": 26383087.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 14911693.0,
      "count": 33
    },
    "high_net_worth_individuals": {
      "raum": 11471394.0,
      "count": 5
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "MI",
    "OH"
  ],
  "websites": [
    "https://boutique-wealth-advisors.com",
    "https://ecclesiacapital.com",
    "https://linkedin.com/company/university-wealth-advisors",
    "https://universitywealthadvisors.com",
    "https://youtube.com/@UniversityWealthAdvisorsLLC"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/317050",
  "disclosure_items": [
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "CANTON",
  "url": "https://advisorcensus.com/firm/boutique-wealth-advisors-llc-canton-oh-317050",
  "display_name": "Boutique Wealth Advisors LLC",
  "summary": "Boutique Wealth Advisors LLC is a state-registered investment advisory firm in Canton, OH, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 26, 2026.",
  "citation": "AdvisorCensus. Boutique Wealth Advisors LLC (CRD 317050): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "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",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Boutique Wealth Advisors LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Boutique Wealth Advisors LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Boutique Wealth Advisors LLC located?",
      "a": "Boutique Wealth Advisors LLC's principal office is in Canton, OH, according to its Form ADV."
    },
    {
      "q": "Is Boutique Wealth Advisors LLC registered with the SEC or a state?",
      "a": "Boutique Wealth Advisors LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 317050."
    },
    {
      "q": "How much does Boutique Wealth Advisors LLC manage?",
      "a": "Boutique Wealth Advisors LLC reports $26,383,087 in regulatory assets under management in its Form ADV filing dated June 26, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Boutique Wealth Advisors LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (33); high net worth individuals (5)."
    },
    {
      "q": "Does Boutique Wealth Advisors LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/317050"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/boutique-wealth-advisors-llc-canton-oh-317050.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 33,
      "fewer_than_5": false,
      "raum": 14911693.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 5,
      "fewer_than_5": false,
      "raum": 11471394.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "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/317050",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}