Boyum Wealth Architects provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and educational seminars. Financial planning was provided to 51–100 clients last fiscal year.
Boyum Wealth Architects reports 454 clients. They include 189 individual clients, 141 high-net-worth individuals and 120 other clients. Of its assets, 75.1% ($424M across 1,002 accounts) are managed with discretion; $140M across 153 accounts are not. Of its clients, 1% are outside the U.S. It advised 8 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 42% | 14% |
| High-net-worth individuals | 31% | 61% |
| Pension and profit-sharing plans | Fewer than 5 | 14% |
| Charitable organizations | Fewer than 5 | <1% |
| Other investment advisers | Fewer than 5 | <1% |
| Other client typesCorporations and other businesses; Other | 27% | 11% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 189 | $76.8M | 13.6% | $406K |
| High-net-worth individuals | 141 | $346M | 61.4% | $2.45M |
| Pension and profit-sharing plans | Fewer than 5 | $76.9M | 13.6% | — |
| Charitable organizations | Fewer than 5 | $1.15M | 0.2% | — |
| Other investment advisers | Fewer than 5 | $2.41M | 0.4% | — |
| Corporations and other businesses | 4 | $1.35M | 0.2% | $338K |
| Other | 120 | $59.2M | 10.5% | $493K |
| Total | 454 | $564M | 100% | — |
- Clients
- 189
- Regulatory AUM
- $76.8M
- AUM share
- 13.6%
- Avg. per client
- $406K
- Clients
- 141
- Regulatory AUM
- $346M
- AUM share
- 61.4%
- Avg. per client
- $2.45M
- Clients
- Fewer than 5
- Regulatory AUM
- $76.9M
- AUM share
- 13.6%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $1.15M
- AUM share
- 0.2%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $2.41M
- AUM share
- 0.4%
- Avg. per client
- —
- Clients
- 4
- Regulatory AUM
- $1.35M
- AUM share
- 0.2%
- Avg. per client
- $338K
- Clients
- 120
- Regulatory AUM
- $59.2M
- AUM share
- 10.5%
- Avg. per client
- $493K
Total
- Clients
- 454
- Regulatory AUM
- $564M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 8
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Boyum Wealth Architects is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Fixed-fee planning and consulting
- Fixed fees for financial planning or consulting range from $1,500 to $50,000 per plan or project, set in advance by scope and complexity.
- Hourly advice, planning and consulting
- Hourly investment advice, financial planning and consulting is billed at $350 per hour, agreed in advance, and billed quarterly in advance.
James Knapp owns 50% to 75% of Boyum Wealth Architects. The leadership team of Boyum Wealth Architects includes President James Knapp, Chief Investment Officer Tyler Rudek and Chief Operating Officer Gregg Sainsbury. It has 15 employees, 9 of them in advisory roles.
Leadership
James KnappMember/President/CEO/Secretary/Treasurer/Chief Compliance Officer- Gregg SainsburyChief Operating Officer
Tyler RudekMember / Chief Investment Officer
Investment adviser representatives
12 representatives listed in the SEC register as of 9 October 2026.
Staff
- 15 employees
- 9 in advisory functions
- 9 state-registered reps
- 1 insurance agent
- Owns 50% to 75% of Boyum Wealth Architects LLC
James Knapp
Control person · since January 2012
- Owns 10% to 25% of Boyum Wealth Architects LLC
Boyum Berringer PLLP
since May 2025
Boyum Wealth Architects’ regulatory assets grew 3.0× from $186M (March 2021) to $564M (April 2026); clients rose from 149 to 454 and employees from 5 to 15.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $564M | 454 | 15 | 2 |
| June 2025 | $316M | 192 | 6 | 2 |
| February 2024 | $259M | 181 | 5 | 1 |
| June 2023 | $208M | 182 | 5 | 1 |
| May 2022 | $211M | 169 | 5 | 1 |
| March 2021 | $186M | 149 | 5 | 1 |
Besides its headquarters, Boyum Wealth Architects has 1 office, with 2 listed addresses in Minnesota.
Minnesota · 2 listed addresses
- 3050 Metro Drive, Suite 200, BloomingtonHQ
- 1210 County Road E 100, Arden Hills
Contact and registration details
- Legal name
- Boyum Wealth Architects LLC
- Headquarters
- 3050 Metro Drive, Suite 200, Bloomington, MN 55425
- Website
- myboyum.com
- Phone
- 651-289-6444
- @boyum-wealth-architects
- SEC file
- 801-112783
- Structure
- Minnesota LLC
- Fiscal year end
- December
Boyum Wealth Architects uses Charles Schwab ($428M) as custodian for its separately managed accounts. Boyum Wealth Architects has custody of $97.8M in client assets for 108 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Denver, CO · $428M100%
At year end, Boyum Wealth Architects’ separately managed accounts were mostly in funds (85%). Its reported 13F holdings for the quarter ended 30 June 2026 total $251M across 72 positions; the largest are Schwab Strategic TR (17.6%), Invesco Exchange Traded FD T (11.6%) and Pgim ETF TR (11.1%).
What the accounts hold
- Stocks6%
- Exchange-traded equities5%
- Non-exchange-traded equities1%
- Funds85%
- Registered funds81%
- Pooled vehicles4%
- Bonds3%
- U.S. government and agency bonds1%
- State and local bonds1%
- High-yield corporate bonds1%
- Cash2%
- Other4%
- Various uncategorized securities - bonds mostly4%
Reported 13F holdings
- $251M
- Reported 13F value
- 72
- Positions
- 75.7%
- In the 10 largest
- +4.9%
- Value vs. prior quarter
- Schwab Strategic TR · US Brd Mkt ETF17.6%
- Invesco Exchange Traded FD T · Rafi US 1000 ETF11.6%
- Pgim ETF TR · Tota Retu BD ETF11.1%
- Blackrock ETF Trust · iShares US Equit9.1%
- American Centy ETF TR · Intl EQT ETF6.6%
- Strategic Trust · Running Gwth ETF5.8%
- American Centy ETF TR · Avantis Emgmkt4.9%
- Invesco Exch Traded FD TR II · Nasdaq 100 ETF4.4%
- iShares TR · 0-3 Mth Treasury2.9%
- Vanguard Index Fds · Total Stk Mkt1.7%
Together, the ten largest are 75.7% of reported value.
How many clients does Boyum Wealth Architects have?
Boyum Wealth Architects has 454 clients and manages $564 million for them, as of April 2026. They include 189 individual clients, 141 high-net-worth individuals and 120 other clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 April 2026
What services does Boyum Wealth Architects offer?
Boyum Wealth Architects provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Boyum Wealth Architects use?
Boyum Wealth Architects’ separately managed account assets are held at Charles Schwab & Co., Inc. (Denver, CO), with $428M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 April 2026
How many financial advisors does Boyum Wealth Architects have?
Boyum Wealth Architects has 9 investment adviser representatives registered with state securities authorities, out of 15 employees, and 9 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Boyum Wealth Architects invest in?
At the end of its last fiscal year, Boyum Wealth Architects’ separately managed accounts held 81% registered funds (mutual funds, ETFs, BDCs), 5% exchange-traded equities, 4% pooled vehicles (private funds and similar), 4% other, 2% cash and equivalents, 1% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds and 1% high-yield corporate bonds. The 4% other category is described as: Various Uncategorized Securities - Bonds Mostly.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Boyum Wealth Architects?
Boyum Wealth Architects’ direct owners are James Knapp (50% to 75%) and Boyum Berringer PLLP (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 30 April 2026
How does Boyum Wealth Architects get paid?
Boyum Wealth Architects is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Boyum Wealth Architects registered with the SEC?
Yes, Boyum Wealth Architects has been registered with the SEC as an investment adviser since 6 April 2018. Its CRD number is 161261 and its SEC file number is 801-112783.
Source: Form ADV Part 1A, Item 1, filed 30 April 2026; IAPD firm record
How do I contact Boyum Wealth Architects?
Boyum Wealth Architects’ main office is at 3050 Metro Drive, Suite 200, Bloomington, MN 55425. Its phone number is 651-289-6444. Its website is myboyum.com.