# Boyum Wealth Architects LLC

> Boyum Wealth Architects LLC is an SEC-registered investment advisory firm in Bloomington, MN, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 30, 2026.

- CRD: 161261
- Filed as: BOYUM WEALTH ARCHITECTS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bloomington, MN
- Filing period: October 2026
- Form ADV filing dated: April 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/161261
- AdvisorCensus page: https://advisorcensus.com/firm/boyum-wealth-architects-llc-bloomington-mn-161261

## Quick answers

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

**Where is Boyum Wealth Architects LLC located?**
Boyum Wealth Architects LLC's principal office is in Bloomington, MN, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Boyum Wealth Architects LLC registered with the SEC or a state?**
Boyum Wealth Architects LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 161261.

**How much does Boyum Wealth Architects LLC manage?**
Boyum Wealth Architects LLC reports $563,959,565 in regulatory assets under management in its Form ADV filing dated April 30, 2026 (75% discretionary).

**How have Boyum Wealth Architects LLC's assets and staff changed since 2021?**
In the Form ADV data for Boyum Wealth Architects LLC: Regulatory assets under management: $185,711,900 in the October 2021 data and $563,959,565 in the October 2026 data, up 204%. Total employees: 5 in October 2021 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Boyum Wealth Architects LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (189); high net worth individuals (141); other (120).

**Which custodians does Boyum Wealth Architects LLC use?**
Boyum Wealth Architects LLC'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 Boyum Wealth Architects LLC 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/161261

**What changed in Boyum Wealth Architects LLC's recent Form ADV filings?**
In the May 2026 filing data: Updated its list of owners and control persons (Schedule A).

## 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: $563,959,565
- Discretionary: $423,767,115
- Non-discretionary: $140,192,450

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 189 | $76,800,808 |
| High net worth individuals | 141 | $346,153,921 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $76,880,900 |
| Charitable organizations | Fewer than 5 | $1,151,340 |
| Other investment advisers | Fewer than 5 | $2,414,866 |
| Corporations or other businesses not listed above | 4 | $1,350,147 |
| Other | 120 | $59,207,583 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2018 (8 years)
- Employees: 15 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, IA, IL, MN, NE, NH, TX, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Arden Hills, MN

### Websites listed on Form ADV (Item 1.I)
- myboyum.com
- LinkedIn @boyum-wealth-architects

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $185,711,900 | 5 | March 11, 2021 |
| October 2022 | $211,064,044 | 5 | September 7, 2022 |
| October 2023 | $207,853,395 | 5 | October 2, 2023 |
| October 2024 | $258,784,840 | 5 | February 7, 2024 |
| October 2025 | $316,247,697 | 6 | June 11, 2025 |
| October 2026 | $563,959,565 | 15 | April 30, 2026 |

Regulatory assets under management: $185,711,900 in the October 2021 data and $563,959,565 in the October 2026 data, up 204%.
Total employees: 5 in October 2021 and 15 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Updated its list of owners and control persons (Schedule A).

### February 2026
- Regulatory assets under management went from $316,247,697 to $563,959,565 (+78%).
- Employees performing advisory functions went from 5 to 9.
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Registered or notice-filed in CA, CO, FL, IA, IL, NE, WA, WI.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Boyum Wealth Architects LLC (CRD 161261): Form ADV filing data as of October 2026.