Boyum Wealth Architects LLC
Boyum Wealth Architects LLC is a comprehensive financial advisory and investment management firm headquartered in Bloomington, Minnesota. Founded in 2012, the firm offers financial planning, investment management, and small business planning services, catering to individuals, high net worth individuals, and businesses. With a team of 6 employees, Boyum Wealth Architects LLC serves clients seeking integrated wealth management solutions tailored to generational and legacy planning.
Investment Strategy
The firm employs a holistic investment strategy focused on long-term wealth building, tax efficiency, and personalized financial planning. Boyum Wealth Architects integrates portfolio management with financial planning, emphasizing diversification, disciplined asset allocation, and strategies designed to meet the unique needs and goals of individual and business clients. Their approach includes ongoing analysis of investment selections and proactive adjustments in response to changing market conditions and client circumstances.
Top Holdings
Equity Positions (54)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHB | SCHWAB STRATEGIC TR | 19.41% | $31.51B | 1,225,521 | $21.96 | $25.71 | +$5.04B |
P PTRB | PGIM ETF TR | 11.15% | $18.10B | 428,931 | $41.81 | $42.20 | +$3.00B |
P PRF | INVESCO EXCHANGE TRADED FD T | 10.60% | $17.21B | 380,688 | $40.89 | $45.21 | +$2.67B |
R RUNN | STRATEGIC TRUST | 6.56% | $10.65B | 310,795 | $32.72 | $34.27 | +$1.58B |
D DYNF | BLACKROCK ETF TRUST | 6.48% | $10.53B | 177,829 | $55.21 | $59.20 | +$2.38B |