Data / Investment advisers / Minnesota / Bond & Devick Wealth Partners
Bond & Devick Wealth Partners, Saint Louis Park, MN: $706 million AUM, SEC registered investment adviser
Bond & Devick Wealth Partners is an SEC registered investment adviser with its main office in Saint Louis Park, Minnesota and reports $706 million in regulatory assets under management in its Form ADV filed March 10, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 283682
- SEC file number
- 801-107852
- SEC status
- Approved, effective June 1, 2016
- Legal name
- Bond & Devick Financial Network, Inc.
- Main office
- 600 South Hwy 169 Suite 675, Saint Louis Park, MN 55426
- Phone
- (952) 591-0113
- Website
- bondanddevick.com
- Regulatory AUM
- $705,527,786 in the Form ADV filed March 10, 2026
- Discretionary AUM
- $704,290,339
- Non discretionary AUM
- $1,237,447
- Accounts
- 1,301
- Employees
- 16, of which 6 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 10, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 330 | $633 million |
| Individuals (other than high net worth individuals) | 183 | $59.1 million |
| Charitable organizations | 5 | $13.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $705.5 million | March 10, 2026 |
| December 1, 2025 | $615.9 million | February 20, 2025 |
Other advisers in Minnesota
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Schwarz Dygos Wheeler Investment Advisors LLC | Minneapolis | $730.4 million | Not listed | adviserinfo.sec.gov |
| Valtinson Bruner Financial Planning | New Brighton | $712 million | Not listed | adviserinfo.sec.gov |
| The Wealth Group, Austin B. Colby & Associates | Eden Prairie | $711 million | Not listed | adviserinfo.sec.gov |
| Lifelong Wealth Advisors, Inc. | Arden Hills | $710.4 million | Not listed | adviserinfo.sec.gov |
| Navista Wealth Management, Inc. | Minnetonka | $709.6 million | Not listed | adviserinfo.sec.gov |
| Stillwater Asset Management, LLC | Stillwater | $701.4 million | 3 | adviserinfo.sec.gov |
| 360 Financial | Wayzata | $700.5 million | Not listed | adviserinfo.sec.gov |
| High Note Wealth, LLC | Deephaven | $683.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Minnesota
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Bond & Devick Wealth Partners on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.