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Boyum Wealth Architects
BOYUM WEALTH ARCHITECTS LLC is an SEC-registered investment adviser in BLOOMINGTON, MN, registered since 2018. The firm manages $564 million in assets, with...
Boyum Wealth Architects
BOYUM WEALTH ARCHITECTS LLC is an SEC-registered investment adviser in BLOOMINGTON, MN, registered since 2018. The firm manages $564 million in assets, with $424 million managed on a discretionary basis. It employs 15 staff and 9 investment advisers.
General information
Firm type
Multi Family Office
Location
City
Bloomington
Frequently asked questions
What services does Boyum Wealth Architects offer?
Based on its name and registration as an RIA, Boyum Wealth Architects provides wealth management, investment advisory, and financial planning services. The firm positions itself as a family-office practice, likely addressing intergenerational wealth transfer and tax optimization.
Is Boyum Wealth Architects a single-family office or a multi-family office?
The firm's name uses 'Wealth Architects' and it is registered as an investment advisor, which is characteristic of a multi-family office serving multiple unrelated families. The exact structure is not publicly documented.
What is the minimum net worth required to work with Boyum Wealth Architects?
No minimum net worth requirement has been disclosed publicly. As a family-office RIA, the firm likely serves clients with investable assets in the millions of dollars, but exact thresholds are not stated.
Does Boyum Wealth Architects make direct investments or only advise?
The firm's registration as an RIA indicates it provides advisory services rather than direct investment. It may recommend or facilitate direct investments in alternatives, but no public records show it making direct proprietary deals.
Where is Boyum Wealth Architects headquartered?
The firm's specific city and state location are not identified in public records. Its registration as an RIA suggests a US base, but the exact office address remains undisclosed.
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