Boulevard Wealth Management, Inc.
● SEC registered since 2026CRD 164423SEC# 801-134380Bloomington, MN
Reg. AUM
$119.5M
Employees
5
Accounts
858
Location
Bloomington, MN
Boulevard Wealth Management, Inc. assets under management
Boulevard Wealth Management, Inc. is a registered investment adviser overseen by the SEC based in Bloomington, MN. The firm has been registered since 2026. It reports $119.5 million in regulatory assets under management and employs 5 people.
Boulevard Wealth Management, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brennan P McCarthy Control | Owner, Officer | 5-10% | 2017 |
| Derek D Villars Control | Owner, Officer | 10-25% | 2014 |
| Troy Alan Noor Control | Owner, Officer And Chief Compliance Officer | 50-75% | 2013 |
Frequently asked questions
How much does Boulevard Wealth Management, Inc. manage?
Boulevard Wealth Management, Inc. reports $119.5 million in regulatory assets under management on its Form ADV.
How many employees does Boulevard Wealth Management, Inc. have?
Boulevard Wealth Management, Inc. reports 5 employees.
Where is Boulevard Wealth Management, Inc. located?
Boulevard Wealth Management, Inc. is based in Bloomington, MN and has been SEC-registered since 2026.
Does Boulevard Wealth Management, Inc. disclose fund performance?
Boulevard Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7825 Washington Avenue, Suite 100, Bloomington, MN 55439 |
| Phone | 877-664-2583 |
| Fax | 877-670-2583 |
| Office hours | 8:30a.m. - 6p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$119.5M▲ 6%
Aug '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$119.5Mregulatory AUM
Discretionary $117.4MNon-discretionary $2.1M