CRD: 111334
Boulay Wealth
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-17-2001
- Office Locations
- 2
Office Locations
About Boulay Wealth
Boulay Wealth is a Eden Prairie-based RIA with 2 offices. The firm has been operating for 25 years. Managing $3.0B in total assets under management, with 31 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Reported data analysis
What the numbers show
Between August 27, 2024 and August 29, 2025, reported AUM increased 13.8%, from $2.1B to $2.4B.
Across 5 reported observations, AUM increased 20.7% between November 24, 2021 and August 29, 2025, from $2.0B to $2.4B.
Of the latest reported AUM, 96.6% is discretionary and 3.4% is non-discretionary.
The firm reports 31 advisory representatives and 1,126 clients, or 36.3 clients per representative. That equates to $2.7M in reported AUM per client.
The profile lists 2 reported office locations and 25 years in operation. The source data was last updated on August 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
ERIK LEIGH ALLEN
Governor, Partner, TREASURER
- CRD
- --
- Ownership
- Less than 5%
Laura Lynn Boyd Beise
--
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
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Mary Kathryn Bauman
Associate
- CRD
- #6978011
JOSEPH DANIEL BLOODGOOD
--
- CRD
- #5527387
Showing 2 of 36 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,916,012,518 | $582,655 |
| Non-Discretionary | $93,111,126 | $334,207 |
| Total | $3,009,123,644 | $568,249 |
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Separately Managed Accounts
SMA allocation detail is available
Boulay Wealth has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Boulay Wealth's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.