Boria Wealth Management, LTD: applying for SEC registration, Wayzata, MN
Boria Wealth Management, LTD (Wayzata, Minnesota): applying for SEC registration, Wayzata, MN. Dated 42 days ago, it serves as a historical benchmark. Score 65/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
Free preview: all 8 published fields of this record are shown below. Locked: 12 related MN NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Boria Wealth Management, LTD |
| Legal name | Boria Wealth Management, LTD |
| CRD | 343761 |
| Status | In 120-day approval window |
| Registered with the SEC | 2026-09-24 |
| Latest Form ADV filing | 2026-10-01 |
| Location | Wayzata, MN, United States |
| Employees | 1 |
| Peer records CSV (13 MN records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-09-24
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Boria Wealth Management, LTD and 13 Minnesota peers
- Minnesota NewRiaPulse records like this one: 13
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Minnesota peer: $2,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
65 / 100 Score
- Registered in the last 60 days.
- Still in the approval window: vendors not yet chosen.
What is the NewRiaPulse record for Boria Wealth Management, LTD in Wayzata, Minnesota?
Boria Wealth Management, LTD applied for SEC registration as an investment adviser (2026-09-24), based in Wayzata, MN.
How does Boria Wealth Management, LTD compare to other Minnesota NewRiaPulse records?
It is 42 days old, still within a typical 45-day follow-up window.
Boria Wealth Management, LTD vs. top 3 peers
| Organization | Location | Record date |
|---|---|---|
| Boria Wealth Management, LTD | Wayzata, MN | 2026-09-24 |
| Wells Capital Advisors LLC | Las Vegas, NV | 2026-10-01 |
| Nextreg Advisors LLC | Miami, FL | 2026-10-01 |
| Everoak Wealth Co | Colorado Springs, CO | 2026-10-01 |
Related records
NewRiaPulse: Under $100M NewRiaPulse: records in Minnesota NewRiaPulse: In 120-day approval window
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✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.