Boulevard: new SEC registration, $119M AUM, Bloomington, MN
Boulevard (Bloomington, Minnesota): new SEC registration, $119M AUM, Bloomington, MN. Its amount of 119 is below the median of 134 (38th percentile). Dated 299 days ago, it serves as a historical benchmark. Score 45/100. 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)
amount: 119 · 38th percentile of 1,149 NewRiaPulse records · 0.9x the median
Free preview: all 11 published fields of this record are shown below. Locked: 12 related MN NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Boulevard |
| Legal name | Boulevard Wealth Management, INC. |
| CRD | 164423 |
| Status | Approved |
| Registered with the SEC | 2026-01-09 |
| Latest Form ADV filing | 2026-04-22 |
| Location | Bloomington, MN, United States |
| Regulatory AUM | $119,494,387 |
| Accounts | 858 |
| Employees | 5 |
| Website | HTTP://WWW.BOULEVARDWEALTH.COM |
| amount percentile | 38th of 1,149 (median 134, 0.9x median) |
| 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: 2026-01-09
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (MN first): Advisory Solutions Group · Vera Lake Capital, LLC · North Compass Financial Advisors, LLC · Twin Cities Retirement Group · Financial Empowerment LLC · Browse all by state and category →
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: Boulevard and 13 Minnesota peers
- Minnesota NewRiaPulse records like this one: 13
- Boulevard's amount: 38th percentile of 1,149 records
- 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)
45 / 100 Score
- $119M under management.
- Website on file.
What is the NewRiaPulse record for Boulevard in Bloomington, Minnesota?
Boulevard received SEC registration as an investment adviser (2026-01-09) with $119,494,387 in regulatory assets under management, based in Bloomington, MN.
How does Boulevard compare to other Minnesota NewRiaPulse records?
Its amount of 119 is below the median (38th percentile); smaller records often move faster and face less competition. It is 299 days old; check the official source for later updates before acting.
Boulevard vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Boulevard | Bloomington, MN | 119 | 38th | 2026-01-09 |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 |
| Knecht Capital Management, LLC | 116 | 33rd | 2026-09-23 | |
| Leonard Advisory Group LLC | Saint Joseph, MI | 114 | 30th | 2026-09-16 |
Related records
- Legacy Partners Financial Group, LLC
- Johnston Investment Counsel, LTD.
- Diversified Wealth Advisors, LLC
- Knecht Capital Management, LLC
- Crosspoint Capital Management
- Crafted Finance, LLC
- Leonard Advisory Group LLC
- Wealthlynk, INC.
- Cs Tomasi Wealth Management
- Wealth Strategies Group
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Minnesota NewRiaPulse: Approved
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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.