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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-12-2013
- Office Locations
- 2
Office Locations
About Boyum Wealth Architects LLC
Boyum Wealth Architects is part of myboyumâs 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.
Reported data analysis
What the numbers show
Between October 21, 2025 and April 30, 2026, reported AUM increased 78.3%, from $316.2M to $564.0M.
Across 5 reported observations, AUM increased 167.2% between September 7, 2022 and April 30, 2026, from $211.1M to $564.0M.
Of the latest reported AUM, 75.1% is discretionary and 24.9% is non-discretionary.
The firm reports 9 advisory representatives and 462 clients, or 51.3 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 2 reported office locations and 12 years in operation. The source data was last updated on April 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
JAMES SHANNON KNAPP
Chief Compliance Officer, Chief Executive Officer, President, Secretary, TREASURER
- CRD
- #4646507
- Ownership
- 50% but less than 75%
TYLER LEE RUDEK
Chief Investment Officer, Partner
- CRD
- #5377883
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Samuel Alexander Johnson
Senior Integrated Wealth Manager
- CRD
- #7333681
ASHLEY GRACE KLEMANN
Financial Planner
- CRD
- #7355505
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $423,767,115 | $422,921 |
| Non-Discretionary | $140,192,450 | $916,291 |
| Total | $563,959,565 | $488,277 |
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Separately Managed Accounts
SMA allocation detail is available
Boyum Wealth Architects LLC has reported separately managed account data across 9 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Boyum Wealth Architects LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.