AdvizorPro

Boyum Wealth Architects LLC

Boyum Wealth Architects LLC. CRD 161261

B

CRD: 161261

Boyum Wealth Architects LLC

Bloomington, MN, 55425
6512896444
www.myboyum.com
$564.0M Total AUM
$423.8M Disc. AUM
31.6% 3Y CAGR
15 Employees
462 ADV. Clients
12 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
MeridianSignal vertex +more
Established Date
11-12-2013
Office Locations
2

Office Locations

1210 County Road E 100, Suite 100 Arden Hills MN
3050 Metro Drive Suite 200 Bloomington MN

About Boyum Wealth Architects LLC

Boyum Wealth Architects is part of myboyum’s CPA-and-advisory platform with a 50-year firm legacy, serving business owners, entrepreneurs, closely held businesses, and nonprofits. The team combines tax-aware financial planning (retirement, estate, charitable giving, business succession) with portfolio construction and ongoing asset management, using mutual funds/ETFs and selective alternative exposures. Custody is commonly held at Charles Schwab.

Team overview

37 AVG AGE
$62.7M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
2.7 yrs AVG TENURE
15 Employees
9 Advisory Reps
9 RIA Reps
12yrs Firm Age

Insights

Request access to benchmark trends tied to eagle.
Premium access reveals conviction themes in signal bridge value.
Unlock to compare peer behavior around zenith delta.
Unlock to see real insight on quantum beacon prime.
See the complete signal summary connected to horizon foundation.
Unlock to see real insight on vertex element ember.
Open the full profile to inspect shifts in peak eagle.
Full visibility includes strategy notes for frontier quantum vector.

Accredited Investors

Ember oak

Asset Classes

Oak delta Zenith zenith Beacon Alpha insight Pathway Legacy element

Client Personas

Vector Harbor

Custodian

Element Meridian Horizon unison Radial Radial Summit

Investment Themes

Ember legacy Eagle

Investment Vehicles

Crest vector

Platform

Delta oak

Services

Pioneer Capital Legacy Horizon vertex Pioneer element Vertex radial Value oak Momentum Timber summit Oak meridian Vector delta

Technology

Focus radial Insight Crest harbor

Owner & Executives

JAMES SHANNON KNAPP

JAMES SHANNON KNAPP

Chief Compliance Officer, Chief Executive Officer, President, Secretary, TREASURER

CRD
#4646507
Ownership
50% but less than 75%
(752) 594-1316
delta.horizon@vitalcapital.com
in linkedin.com/in/insight-catalyst
T

TYLER LEE RUDEK

Chief Investment Officer, Partner

CRD
#5377883
Ownership
Less than 5%
(749) 839-2789
meridian.catalyst@focuscapital.com
in linkedin.com/in/fusion-unison
C

Crest oak

Vital north glacier

CRD
#21953
Ownership
34.9%
(548) 220-6741
delta.value@catalystcapital.com
in linkedin.com/in/summit-prime

Showing 2 of 3 owners & executives

Unlock all

Contacts

S

Samuel Alexander Johnson

--

CRD
#7333681
(201) 626-1788
glacier.north@valuecapital.com
in linkedin.com/in/momentum-timber
ASHLEY GRACE KLEMANN

ASHLEY GRACE KLEMANN

Financial Planner

CRD
#7355505
(442) 609-8886
ridge.ember@radialcapital.com
in linkedin.com/in/vector-insight
M

Meridian wave

Foundation focus ridge

CRD
#79201
(401) 718-3961
catalyst.unison@valuecapital.com
in linkedin.com/in/value-wave

Showing 2 of 13 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-07-2022
10-02-2023
02-07-2024
10-21-2025
04-30-2026
Category Assets AVG. Account size
Discretionary $423,767,115 $422,921
Non-Discretionary $140,192,450 $916,291
Total $563,959,565 $488,277

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $563,959,565

$564.0M Total SMA
Public Funds:
12.8%
Equity - Exchange:
14.7%
Other:
13.6%
Private Funds:
13.0%
Cash:
4.1%
Corporate - Non-Investment Grade:
12.6%
Equity - OTC:
15.8%
Other:
13.4%
Asset class Assets Assets %
Public Funds $1,099,144,191 12.8%
Equity - Exchange $1,262,298,407 14.7%
Other $1,167,840,703 13.6%
Private Funds $1,116,318,319 13.0%
Cash $352,069,624 4.1%
Corporate - Non-Investment Grade $1,081,970,063 12.6%
Equity - OTC $1,356,756,111 15.8%
Other $1,150,666,578 13.4%
Total $8,587,063,996 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
EMBER MOMENTUM WAVE FOUNDATION Z6H9BKU9W CSFIW 10.38% $49,813,160
FOCUS VALUE FOUNDATION CREST VERTEX GPBPGF0AX CNU 11.90% $38,974,073
PRIME VALUE MOMENTUM PATHWAY HARBOR PF5D42JAL OSB 0.95% $94,485,927
VALUE OPTIMA OAK PRIME BWXBSSY8I IEOHQ 1.29% $23,514,897
CAPITAL UNISON PATHWAY CAPITAL FFZHB88I8 DXAC 4.09% $102,926,954
ZENITH RADIAL ELEMENT ATLAS 76MR59NEM ZAX 1.44% $116,330,712
CREST WAVE EMBER NORTH K5T7QPTFP UEKY 8.60% $80,834,845
RIDGE INSIGHT OPTIMA GLACIER ALPHA HO4MHZ8H5 TTQDH 8.84% $26,282,933

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform