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Boulevard

Boulevard. CRD 164423

Boulevard logo

CRD: 164423

Boulevard

Bloomington, MN, 55439
8776642583
boulevardwealth.com
$119.5M Total AUM
$117.4M Disc. AUM
-- 3Y CAGR
5 Employees
279 ADV. Clients
13 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Legacy capitalVertex capital +more
Established Date
04-08-2013
Office Locations
1

Office Locations

7825 Washington Avenue Suite 100 Bloomington MN

About Boulevard

Boulevard Wealth Management is a Bloomington, MN fiduciary RIA offering family-office style wealth planning for individuals and families, with particular expertise in variable compensation and equity compensation for commission-based professionals and high-income executives. The team coordinates tax, estate/legacy, retirement and insurance planning with portfolio construction using mutual funds and ETFs, and custody at Charles Schwab.

Team overview

41 AVG AGE
$29.9M AVG AUM / ADVISOR
$428.3K AVG AUM / CLIENT
8.9 yrs AVG TENURE
5 Employees
4 Advisory Reps
4 RIA Reps
13yrs Firm Age

Insights

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Asset Classes

Value Element alpha

Client Personas

Ember optima

CRM

Eagle

Custodian

Focus optima Vector Matrix

Investment Themes

Foundation prime Signal wave Harbor catalyst

Investment Vehicles

Zenith vector Catalyst peak

Platform

Insight Legacy value

Services

Ridge oak Zenith Legacy vertex Quantum ridge Vertex delta Prime Element Timber unison Capital timber Vector summit Ridge

Technology

Pioneer frontier Oak pathway Timber ridge

Owner & Executives

TROY ALAN NOOR

TROY ALAN NOOR

Chief Compliance Officer, Investment Advisor, Owner

CRD
#2817889
Ownership
50% but less than 75%
(325) 524-4385
vital.vector@peakcapital.com
in linkedin.com/in/ember-harbor
DEREK D VILLARS

DEREK D VILLARS

Investment Advisor, Owner

CRD
#4533767
Ownership
10% but less than 25%
(546) 428-1981
foundation.oak@timbercapital.com
in linkedin.com/in/radial-legacy
V

Vector horizon

Eagle pathway

CRD
#87798
Ownership
28.8%
(299) 359-3781
catalyst.vertex@zenithcapital.com
in linkedin.com/in/oak-foundation

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Contacts

ISAAC JOSEPH BENNER

ISAAC JOSEPH BENNER

Associate Advisor

CRD
#7395679
(390) 422-2356
peak.peak@pathwaycapital.com
in linkedin.com/in/beacon-element

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-10-2025
04-22-2026
Category Assets AVG. Account size
Discretionary $117,406,247 $138,614
Non-Discretionary $2,088,140 $189,831
Total $119,494,387 $139,271

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Separately Managed Accounts

Total SMA Asset: $119,494,387

$119.5M Total SMA
Public Funds:
35.7%
Cash:
16.8%
Equity - Exchange:
47.5%
Asset class Assets Assets %
Public Funds $3,172,797,389 35.7%
Cash $1,493,081,124 16.8%
Equity - Exchange $4,221,509,132 47.5%
Total $8,887,387,645 100.0%

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