BOYUM WEALTH ARCHITECTS LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $564.0M |
| Discretionary | $423.8M75% of AUM |
| Non-Discretionary | $140.2M |
| Client Accounts | 1,155 |
| Avg Account Size | $488K |
| Employees | 15 |
| Peak AUM | $564.0MJan 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $564M | +78.3% | +38.2% | +24.4% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $564.0M |
| Discretionary | $423.8M |
| Employees | 15 |
| Client Accounts | 1155 |
| Client Range | 51-100 |
Contact & Location
Address
3050 METRO DRIVE
BLOOMINGTON MN 55425
Phone
651-289-6444
Filing History
25 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$424M
75.1% of AUM
Non-Discretionary
$140M
24.9% of AUM
Disc. mix ▲ 3.1pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank Custody
Other Registrations
Banking Institution