CRD: 283682
Bond & Devick Wealth Partners
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- RadialHorizon
- Established Date
- 06-01-2016
- Office Locations
- 1
Office Locations
About Bond & Devick Wealth Partners
Bond & Devick Wealth Partners is a Minnesota-based, fee-only fiduciary wealth management firm founded in 1982. The team (including seven CFP professionals) provides goals-based, values-driven financial planning and portfolio management for clients and their families, aligning investments with what matters most. Custody is through Charles Schwab. In 2015, it became the first and only Minnesota financial planning firm to earn B Corp certification.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
RICHARD JAMES DEVICK
Chief Executive Officer, Managing Member
- CRD
- #2517289
- Ownership
- 50% but less than 75%
ROBERT BRUCE CAVERLY JR
Director, Managing Member, President
- CRD
- #6213948
- Ownership
- 10% but less than 25%
Capital vital
Ember ridge
- CRD
- #30177
- Ownership
- 47.8%
Showing 2 of 5 owners & executives
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Matthew Charles Farris
Investment Manager
- CRD
- #7003081
SABRINA ANN FAY
Financial Advisor
- CRD
- #6197098
Focus element
Timber radial
- CRD
- #61694
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $704,290,339 | $554,123 |
| Non-Discretionary | $1,237,447 | $41,248 |
| Total | $705,527,786 | $542,297 |
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Separately Managed Accounts
Total SMA Asset: $705,527,786
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,391,275,729 | 31.0% |
| Equity - Exchange | $2,283,282,632 | 29.6% |
| Municipal Bonds | $709,668,926 | 9.2% |
| Cash | $1,789,599,901 | 23.2% |
| Corporate - Investment Grade | $539,965,487 | 7.0% |
| Total | $7,713,792,675 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ATLAS TIMBER CATALYST | MOMENTUM HORIZON | 17K8N8AF9 | LQPG | 0.86% | $28,040,421 |
| OPTIMA FRONTIER | WAVE CATALYST | 9OQV4VO9L | PQL | 9.97% | $46,761,850 |
| MERIDIAN HARBOR VECTOR | HARBOR DELTA | 1EZG6FBEA | KLZKW | 0.88% | $41,894,728 |
| CAPITAL RIDGE | VITAL PATHWAY | 0P86OW0ZJ | JDCR | 7.00% | $41,590,515 |
| VECTOR PATHWAY UNISON | FOUNDATION LEGACY | CSYZSY237 | WGVHV | 6.64% | $75,300,936 |
| VITAL RADIAL UNISON | GLACIER GLACIER | WSNRG6IY1 | OXBL | 5.51% | $30,183,102 |
| DELTA DELTA CATALYST | FOCUS OAK | 1PM16N1H3 | ZEFA | 5.24% | $104,636,860 |
| NORTH INSIGHT SIGNAL | INSIGHT CATALYST | E4KCPK7HO | UEWC | 4.36% | $2,969,197 |