Investment adviser · CRD 164423

BOULEVARD

Investment adviser filing (IA)

BOULEVARD WEALTH MANAGEMENT, INC.

BLOOMINGTON, MN, United States · Form ADV filed Apr 22, 2026

Regulatory AUM
$119M
Form ADV · Item 5.F
Client accounts
858
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
4
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals37$71,510,90059.8%
Individuals229$45,895,34738.4%
Retirement plansFewer than 5$2,088,1401.7%
Filing source

Form ADV 2097280 · Apr 22, 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 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: Apr 22, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed · Commissions

Principal office

7825 WASHINGTON AVENUE, SUITE 100
BLOOMINGTON, MN, 55439, United States

CRD 164423

Filing source

Form ADV 2097280 · Apr 22, 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.