Investment adviser · CRD 343761

BORIA WEALTH MANAGEMENT, LTD

Investment adviser filing (IA)

WAYZATA, MN, United States · Form ADV filed Aug 24, 2026

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The 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: Aug 24, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting

Compensation

Percentage of assets · Fixed

Principal office

125 LAKE ST W, STE 213
WAYZATA, MN, 55391, United States

CRD 343761

Filing source

Form ADV 2127445 · Aug 24, 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.