DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BOULEVARD

BOULEVARD WEALTH MANAGEMENT, INC., CRD 164423

BLOOMINGTON, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8e20caff-015f-d360-42ca-8a07ae869e81

Data as of Apr 22, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 4
On other graphs: 0
Observed: Dec 10, 2025 to Apr 22, 2026
4 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $119MItem 5.F on the latest filing (2026-04-22); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $117M
Private client RAUM: $117MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $29.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 858
Individual clients: 229
High net worth clients: 37
Custody, client assets: $0
SEC number: 801-134380
CRD: 164423
Filings on the tape: 4
First filed: Dec 10, 2025
Latest filed: Apr 22, 2026
Organised: Corporation, MN
Website: boulevardwealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DEREK D VILLARS	Chartered Financial Consultant	BLOOMINGTON, MN	12	24	n/a	no
TROY ALAN NOOR	Certified Financial Planner\|Chartered Financial Analyst	BLOOMINGTON, MN	11	29	1	no
BRENNAN P MCCARTHY	Certified Financial Planner	BLOOMINGTON, MN	8	11	n/a	no
ISAAC JOSEPH BENNER	n/a	BLOOMINGTON, MN	3	15	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MCCARTHY, BRENNAN, P	OWNER, OFFICER	A	yes	02/2017	Apr 22, 2026	Apr 22, 2026
NOOR, TROY, ALAN	OWNER, OFFICER AND CHIEF COMPLIANCE OFFICER	D	yes	11/2013	Apr 22, 2026	Apr 22, 2026
VILLARS, DEREK, D	OWNER, OFFICER	B	yes	01/2014	Apr 22, 2026	Apr 22, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 1 of 3

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 22, 2026	$119M	$117M	5	4	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$119M	n/a	n/a	n/a	n/a	5	n/a	0	n/a

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
FIDERE ADVISORS	2	Dec 8, 2022	May 26, 2021	BLOOMINGTON, MN	Team lift out	RIA to state RIA	33.3%

Relationships

Controls (3)

← MCCARTHY, BRENNAN, POwnerOWNER, OFFICER, ownership code A, individual
Apr 22, 2026 to presentfactForm ADV
← NOOR, TROY, ALANOwnerOWNER, OFFICER AND CHIEF COMPLIANCE OFFICER, ownership code D, individual
Apr 22, 2026 to presentfactForm ADV
← VILLARS, DEREK, DOwnerOWNER, OFFICER, ownership code B, individual
Apr 22, 2026 to presentfactForm ADV

Registered with (7)

← ISAAC JOSEPH BENNERAdvisorregistration: current employment
Nov 17, 2022 to presentfactForm ADV
← BRENNAN P MCCARTHYAdvisorregistration: current employment
Sep 4, 2018 to presentfactForm ADV
← TROY ALAN NOORAdvisorregistration: current employment
Oct 29, 2014 to presentfactForm ADV
← DEREK D VILLARSAdvisorregistration: current employment
Jan 29, 2014 to presentfactForm ADV
← ROBERT GREGORY NEUMANAdvisorregistration: previous registration
Nov 19, 2020 to Dec 8, 2022factForm ADV
← AARON DAVID KOLKMANAdvisorregistration: previous registration
Jan 29, 2014 to Dec 8, 2022factForm ADV
← JOSEPH LEONARD RAPACKIAdvisorregistration: previous registration
Feb 20, 2014 to Sep 30, 2022factForm ADV

Moved with (1)

→ FIDERE ADVISORSRegistered adviser2 advisors, team lift out, same day
Dec 8, 2022 to May 26, 2021factForm ADV

Dated events

Occurred
Dec 8, 2022
Team lift-out
2 advisors left Boulevard (Bloomington, MN) for Fidere Advisors on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Dec 8, 2022
Advisor changed firm
Aaron David Kolkman left Boulevard for Fidere Advisors (registered 2021-05-26)
Form ADVobserved 5 days ago
Occurred
Dec 8, 2022
Advisor changed firm
Robert Gregory Neuman left Boulevard for Fidere Advisors (registered 2021-05-26)
Form ADVobserved 5 days ago
Occurred
Sep 30, 2022
Advisor changed firm
Joseph Leonard Rapacki left Boulevard for Fidere Advisors (registered 2021-05-26)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8e20caff-015f-d360-42ca-8a07ae869e81
First observed: Dec 10, 2025
Last observed: Apr 22, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BOULEVARD

BOULEVARD WEALTH MANAGEMENT, INC., CRD 164423

BLOOMINGTON, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8e20caff-015f-d360-42ca-8a07ae869e81

Data as of Apr 22, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:41 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DEREK D VILLARS

Chartered Financial Consultant

BLOOMINGTON, MN

n/a

TROY ALAN NOOR

Certified Financial Planner|Chartered Financial Analyst

BLOOMINGTON, MN

BRENNAN P MCCARTHY

Certified Financial Planner

BLOOMINGTON, MN

n/a

ISAAC JOSEPH BENNER

n/a

BLOOMINGTON, MN

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MCCARTHY, BRENNAN, P

OWNER, OFFICER

yes

02/2017

Apr 22, 2026

NOOR, TROY, ALAN

OWNER, OFFICER AND CHIEF COMPLIANCE OFFICER

yes

11/2013

Apr 22, 2026

VILLARS, DEREK, D

OWNER, OFFICER

yes

01/2014

Apr 22, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 22, 2026

$119M

$117M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$119M

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

FIDERE ADVISORS

Dec 8, 2022

May 26, 2021

BLOOMINGTON, MN

Team lift out

RIA to state RIA

33.3%