Data / Investment advisers / Minnesota / Boulevard
Boulevard, Bloomington, MN: $119 million AUM, SEC registered investment adviser
Boulevard is an SEC registered investment adviser with its main office in Bloomington, Minnesota and reports $119 million in regulatory assets under management in its Form ADV filed April 22, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. 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
- 164423
- SEC file number
- 801-134380
- SEC status
- Approved, effective January 9, 2026
- Legal name
- Boulevard Wealth Management, Inc.
- Main office
- 7825 Washington Avenue Suite 100, Bloomington, MN 55439
- Phone
- (877) 664-2583
- Website
- boulevardwealth.com
- Regulatory AUM
- $119,494,387 in the Form ADV filed April 22, 2026
- Discretionary AUM
- $117,406,247
- Non discretionary AUM
- $2,088,140
- Accounts
- 858
- Employees
- 5, of which 4 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, commissions, other fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 22, 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 | 37 | $71.5 million |
| Individuals (other than high net worth individuals) | 229 | $45.9 million |
| Pension and profit sharing plans | 2 | $2.1 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 |
|---|---|---|
| March 2, 2026 | $119.5 million | February 6, 2026 |
| February 2, 2026 | $112.9 million | December 10, 2025 |
Other advisers in Bloomington
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Caissa Wealth Strategies | Bloomington | $297 million | Not listed | adviserinfo.sec.gov |
| Trademark Financial Management, LLC | Bloomington | $293.4 million | Not listed | adviserinfo.sec.gov |
| Trumix Advisors | Bloomington | $169.9 million | Not listed | adviserinfo.sec.gov |
| PSC Financial LLC | Bloomington | $135.1 million | Not listed | adviserinfo.sec.gov |
| Peak Financial Consulting, Inc. | Bloomington | $132.3 million | Not listed | adviserinfo.sec.gov |
| FBD Asset MGMT | Bloomington | $76.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Bloomington, MN
- Investment advisers in Minnesota
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Boulevard 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.