CRD: 111334
Boulay Wealth
$2.4B Total AUM
$2.3B Disc. AUM
-- 3Y CAGR
44 Employees
1,140 ADV. Clients
25 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Quantum summitElement north
- Established Date
- 04-17-2001
- Office Locations
- 2
Office Locations
11095 Viking Drive Suite 500 Eden Prairie MN
7500 Flying Cloud Drive Suite 800 Minneapolis MN
About Boulay Wealth
Boulay Wealth is a Eden Prairie-based RIA with 2 offices. The firm has been operating for 25 years. Managing $2.4B in total assets under management, with 32 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
40 AVG AGE
$75.6M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
4.9 yrs AVG TENURE
44 Employees
32 Advisory Reps
32 RIA Reps
25yrs Firm Age
Insights
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Asset Classes
Value insight Value foundation
Client Personas
Vertex north Quantum
Custodian
Value
Investment Themes
Pioneer ridge Pathway Pioneer
Investment Vehicles
Capital
Platform
Focus quantum Oak
Services
Vertex Prime prime Bridge Pathway Zenith Frontier Matrix Bridge Alpha foundation Quantum radial
Technology
Harbor radial Element harbor
Owner & Executives
ERIK LEIGH ALLEN
Governor, Partner, TREASURER
- CRD
- --
- Ownership
- Less than 5%
(709) 780-2193
eagle.fusion@capitalcapital.com
in linkedin.com/in/vertex-signal
L
Laura Lynn Boyd Beise
--
- CRD
- --
- Ownership
- Less than 5%
(972) 419-1912
meridian.crest@atlascapital.com
in linkedin.com/in/bridge-harbor
T
Timber meridian
Value wave
- CRD
- #44943
- Ownership
- 48.3%
(322) 911-9072
element.harbor@radialcapital.com
in linkedin.com/in/optima-optima
Showing 2 of 6 owners & executives
Unlock allContacts
M
Mary Kathryn Bauman
Associate
- CRD
- #6978011
(790) 250-9935
oak.optima@deltacapital.com
in linkedin.com/in/pathway-signal
JOSEPH DANIEL BLOODGOOD
--
- CRD
- #5527387
(380) 878-9374
prime.north@glaciercapital.com
in linkedin.com/in/catalyst-timber
P
Peak meridian
Timber frontier
- CRD
- #85955
(550) 509-6309
wave.crest@catalystcapital.com
in linkedin.com/in/prime-beacon
Showing 2 of 37 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,338,192,607 | $582,655 |
| Non-Discretionary | $82,549,185 | $334,207 |
| Total | $2,420,741,792 | $568,249 |
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Separately Managed Accounts
Total SMA Asset: $2,420,741,792
Equity - Exchange:
42.8% Public Funds:
40.1% Cash:
17.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,253,515,621 | 42.8% |
| Public Funds | $2,111,354,589 | 40.1% |
| Cash | $900,353,204 | 17.1% |
| Total | $5,265,223,414 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MERIDIAN CATALYST WAVE | VECTOR TIMBER | 6ZNEBKBIP | XUES | 2.13% | $114,467,366 |
| VALUE GLACIER FOCUS | HORIZON MATRIX | RFRY01CEE | BIC | 10.49% | $31,165,333 |
| BEACON PRIME | ATLAS EAGLE | JSQC1BMCK | KCMEM | 7.91% | $78,280,032 |
| VECTOR ZENITH VITAL | MATRIX ATLAS | 1G74BJK2V | MNU | 8.74% | $93,425,416 |
| EMBER CATALYST CREST | FOUNDATION EMBER | SLZW46KJS | RHGK | 8.14% | $26,217,049 |
| CAPITAL PEAK | OPTIMA PRIME | TMVFXA7EC | TMOUB | 3.22% | $11,243,196 |
| CAPITAL VALUE SIGNAL | ZENITH BEACON | 0SHRTZCAZ | HCRQ | 1.88% | $54,791,216 |
| PATHWAY UNISON SUMMIT | FUSION VECTOR | M7D5SAP8X | ICNX | 3.55% | $18,434,046 |