BOULEVARD

BOULEVARD WEALTH MANAGEMENT, INC.

CRD 164423 · SEC 801-134380

Visit website

7825 WASHINGTON AVENUE, SUITE 100, BLOOMINGTON, MN, 55439, United States

Phone

877-664-2583

Fax

877-670-2583

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$119.5M

Discretionary AUM

$117.4M

Team

5 total employees; 4 advisory reps; 11 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees; Commissions; INTAKE FEE

Org form

Corporation

Filing date

2026-04-22

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminarsRESEARCH & ANALYSIS PROJECTS

Client types

Type	Clients	AUM
Individuals	229	$45.9M
High net worth individuals	37	$71.5M
Pension/profit sharing plans	2	$2.1M

States served

All web addresses on file

HTTP://WWW.BOULEVARDWEALTH.COM

Official SEC filing: View on IAPD