Investment adviser · CRD 283682
BOND & DEVICK WEALTH PARTNERS
Investment adviser filing (IA)
BOND & DEVICK FINANCIAL NETWORK, INC.
SAINT LOUIS PARK, MN, United States · Form ADV filed Mar 10, 2026
- Regulatory AUM
- $706M Form ADV · Item 5.F
- Client accounts
- 1,301 Accounts, not individual clients
- Employees
- 16 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 330 | $633,019,087 | 89.7% |
| Individuals | 183 | $59,080,945 | 8.4% |
| Charities | 5 | $13,427,754 | 1.9% |
Filing source
Form ADV 2053449 · Mar 10, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 10, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
600 SOUTH HWY 169, SUITE 675SAINT LOUIS PARK, MN, 55426, United States
CRD 283682
Filing source
Form ADV 2053449 · Mar 10, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.