DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Boyum Wealth Architects LLC
Latest filing Apr 30, 2026
First filing on the tape Mar 7, 2018 · 23 filings
SEC status approved since Apr 6, 2018
RAUM
$564M
reported, Item 5.F
Discretionary
75%
of RAUM
Private clients
75%
$423M individuals and HNW
Advisors
12
registered through the firm on IAPD
RAUM per advisor
$47.0M
derived; firm RAUM over IAPD count
Employees
15
9 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
23 filings and snapshots on the tape
RAUM$564M as of Apr 30, 2026
Mar 11, 2019$128M then
HNW client RAUM$346M as of Apr 30, 2026
Mar 11, 2019$88.6M then
State-registered IARs (5.B.3)9 as of Apr 30, 2026
Mar 11, 20193 then
Employees (5.A)15 as of Apr 30, 2026
Mar 11, 20196 then
Private funds: no history
RAUM +78% over the last fiscal year+39% a year over threeIARs 5 to 9offices 0 to 1
Practice profile
derived from the filing of Apr 30, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $47.0MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 28derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.5MderivedHNW RAUM over HNW clients
- Average account
- $488,277derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 75%derivedof RAUM
- Institutional
- 14%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 6.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +78%derivedbetween the last two annual amendments
- Advisor growth, one year
- +80%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +80%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, selection of other advisers, educational seminarsreportedItem 5.G
- Custody
- $97.8M, 108 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is an insurance broker or agent (6.A.6)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$346M69%
- Pension and profit-sharing plans$76.9M15%
- Individuals$76.8M15%
- Other investment advisers$2.4M0.5%
- Corporations and businesses$1.4M0.3%
- Charitable organizations$1.2M0.2%
- Individual clients
- 189reported
- HNW clients
- 141reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1,155reported
- Financial planning clients
- 51-100reported
- Wrap fee programs
- noreported
- Custody of client assets
- $97.8M for 108 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.75 fund_share=0.0 institutional_share=0.14 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
12 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| James Shannon KnappCertified Financial Planner | Bloomington, Mn | Nov 12, 2013 | 23 y | 0 |
| Tyler Lee RudekChartered Financial Analyst | Bloomington, Mn | May 22, 2015 | 19 y | 3 |
| Ashley Grace KlemannCertified Financial Planner | Bloomington, Mn | Jun 16, 2023 | 12 y | 2 |
| Samuel Alexander JohnsonCertified Financial Planner, Chartered Financial Consultant | Bloomington, Mn | Jun 16, 2023 | 12 y | 1 |
| Stephanie Kay StoupCertified Financial Planner | Bloomington, Mn | Feb 27, 2025 | 10 y | 2 |
| Gregg M SainsburyCertified Financial Planner | Bloomington, Mn | Jun 12, 2025 | 30 y | 3 |
| Christopher Daniel Miller | Bloomington, Mn | Jun 12, 2025 | 15 y | 1 |
| Tenner C StoeCertified Financial Planner | Bloomington, Mn | Oct 29, 2025 | 10 y | 5 |
| Richard Warren Stoeckel | Bloomington, Mn | Jan 24, 2026 | 11 y | 0 |
| Haris KopicCertified Financial Planner | Bloomington, Mn | Feb 4, 2026 | 16 y | 3 |
| Shawn Patrick Van Winkle | Bloomington, Mn | Feb 16, 2026 | 22 y | 0 |
| Daniel Swedin | Bloomington, Mn | Feb 24, 2026 | 24 y | 1 |
Advisor movement
1 left, 3 joined in 12 months
net +2 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 8.3% of current headcount1 left over 36 months
Left, latest
- Scott Lee Schneidermann to Advisornet Wealth PartnersJun 2, 2026 · RIA to RIA
- Kody Shane Sherlund to Brooklyn Fi, LLCMar 7, 2023 · RIA to RIA
- Kurt Steven Altrichter to Life, Inc. Retirement ServicesOct 26, 2020 · RIA to a state-registered adviser
- John Timothy Koenig to Capstone Financial Advisors IncSep 19, 2017 · RIA to RIA
- Jordan Alan Vlastuin to FacetApr 26, 2017 · RIA to RIA
- Tristan Gabriel Cox to Wealth Span Capital ManagementApr 16, 2015 · RIA to a state-registered adviser
Joined, latest
- Daniel Swedin from RBC Capital Markets, LLCFeb 24, 2026 · Affiliated broker-dealer or bank to independent RIA
- Haris Kopic from Tolleson Private Wealth ManagementFeb 4, 2026 · RIA to RIA
- Tenner C Stoe from Bernicke Wealth ManagementOct 29, 2025 · RIA to RIA
- Christopher Daniel Miller from Strategic Wealth GroupJun 12, 2025 · RIA to RIA
- Gregg M Sainsbury from Northwestern Mutual Investment Services,LLCJun 12, 2025 · Other
- Scott Lee Schneidermann from Strategic Wealth GroupJun 10, 2025 · RIA to RIA
- Stephanie Kay Stoup from Creative PlanningFeb 27, 2025 · RIA to RIA
- Samuel Alexander Johnson from Paradigm, Strategies In Wealth Management, LLCJun 16, 2023 · RIA to RIA
- Ashley Grace Klemann from Creative PlanningJun 16, 2023 · RIA to RIA
- Kurt Steven Altrichter from Highmark Wealth Management LLCJun 3, 2019 · RIA to RIA
- Tyler Lee Rudek from Transamerica Retirement Advisors, LLCMay 22, 2015 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from Strategic Wealth GroupMay 28, 2025 · Eden Prairie, Mn
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Shannon James Knapp · President/Ceo/Secretary/Treasurer/Shareholder/Chief Compliance Officercontrolsince 01/2012 · owns 75% or more
- Lee Tyler Rudek · Partner/Chief Investment Officersince 03/2019 · owns 5% to 10%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Bloomington, Mn · principal | 12 | 5 | 1 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
4 against comparable advisers; where to look, not conclusions
- advisor count surgeChange between filings · filing Apr 30, 2026advisory representatives (Item 5.B.3) moved from 5.0 to 9.0 (+80.0%) between the annual amendments of 2025-02-27 and 2026-04-30; the peer median change was 0.0% (795 comparable advisers, 99.0th percentile of changes)peers: independent wealth managers, $500M to $1B (795) · 99% percentile
- client count surgeChange between filings · filing Apr 30, 2026individual and HNW clients (Item 5.D) moved from 183.0 to 330.0 (+80.0%) between the annual amendments of 2025-02-27 and 2026-04-30; the peer median change was +5.0% (1216 comparable advisers, 99.0th percentile of changes)peers: independent wealth managers, $500M to $1B (1,216) · 99% percentile
- HNW share shiftChange between filings · filing Apr 30, 2026HNW share of RAUM moved from 80.0% to 61.0% between the annual amendments of 2025-02-27 and 2026-04-30peers: independent wealth managers, $500M to $1B (1,483)
- RAUM up 50 %Change between filings · filing Apr 30, 2026RAUM (Item 5.F) moved from $316,247,697 to $563,959,565 (+78.0%) between the annual amendments of 2025-02-27 and 2026-04-30; the peer median change was +16.0% (1386 comparable advisers, 97.0th percentile of changes)peers: independent wealth managers, $500M to $1B (1,386) · 97% percentile
What changed
consecutive filings, newest first
- Accounts · 829 to 1,155Oct 21, 2025 to Jan 15, 2026
- Advisory employees · 5 to 9Oct 21, 2025 to Jan 15, 2026
- Corporate clients · 9 to 4Oct 21, 2025 to Jan 15, 2026
- HNW clients · 102 to 141Oct 21, 2025 to Jan 15, 2026
- Individual clients · 81 to 189Oct 21, 2025 to Jan 15, 2026
- Assets in custody · $74.8M to $97.8MOct 21, 2025 to Jan 15, 2026
- Employees · 6 to 15Oct 21, 2025 to Jan 15, 2026
- State-registered IARs · 5 to 9Oct 21, 2025 to Jan 15, 2026
- Discretionary RAUM · $228M to $424MOct 21, 2025 to Jan 15, 2026
- HNW RAUM · $253M to $346MOct 21, 2025 to Jan 15, 2026
- Individual RAUM · $31.7M to $76.8MOct 21, 2025 to Jan 15, 2026
- Non-discretionary RAUM · $88.3M to $140MOct 21, 2025 to Jan 15, 2026
- Pension RAUM · unset to 76880900.0Oct 21, 2025 to Jan 15, 2026
- RAUM · $316M to $564MOct 21, 2025 to Jan 15, 2026
- Financial planning clients · 51-100 to 51-100May 22, 2025 to Jun 11, 2025
- Other offices · 0 to 1May 22, 2025 to Jun 11, 2025
- Organization form · Corporation to Limited Liability CompanyMay 22, 2025 to Jun 11, 2025
- Business name · HERITAGE WEALTH ARCHITECTS, INC. to BOYUM WEALTH ARCHITECTS LLCFeb 27, 2025 to May 22, 2025
- HQ city · MENDOTA HEIGHTS to BLOOMINGTONFeb 27, 2025 to May 22, 2025
- Legal name · HERITAGE WEALTH ARCHITECTS, INC. to BOYUM WEALTH ARCHITECTS LLCFeb 27, 2025 to May 22, 2025
- Accounts · 681 to 829Feb 7, 2024 to Feb 27, 2025
- Advisory employees · 4 to 5Feb 7, 2024 to Feb 27, 2025
- Corporate clients · 5 to 9Feb 7, 2024 to Feb 27, 2025
- HNW clients · 93 to 102Feb 7, 2024 to Feb 27, 2025
- Individual clients · 83 to 81Feb 7, 2024 to Feb 27, 2025
- Assets in custody · unset to 74756048.0Feb 7, 2024 to Feb 27, 2025
- Custody of client assets · false to trueFeb 7, 2024 to Feb 27, 2025
- Employees · 5 to 6Feb 7, 2024 to Feb 27, 2025
- State-registered IARs · 4 to 5Feb 7, 2024 to Feb 27, 2025
- Discretionary RAUM · $190M to $228MFeb 7, 2024 to Feb 27, 2025
- HNW RAUM · $208M to $253MFeb 7, 2024 to Feb 27, 2025
- Individual RAUM · $24.7M to $31.7MFeb 7, 2024 to Feb 27, 2025
- Non-discretionary RAUM · $68.8M to $88.3MFeb 7, 2024 to Feb 27, 2025
- RAUM · $259M to $316MFeb 7, 2024 to Feb 27, 2025
- Accounts · 630 to 681Oct 2, 2023 to Feb 7, 2024
- HNW clients · 79 to 93Oct 2, 2023 to Feb 7, 2024
- Individual clients · 98 to 83Oct 2, 2023 to Feb 7, 2024
- Discretionary RAUM · $156M to $190MOct 2, 2023 to Feb 7, 2024
- HNW RAUM · $162M to $208MOct 2, 2023 to Feb 7, 2024
- Individual RAUM · $24.6M to $24.7MOct 2, 2023 to Feb 7, 2024
Signals
5 dated events
- Scott Lee Schneidermann left Boyum Wealth Architects Llc for Advisornet Wealth Partners (registered 2026-08-18)Jun 2, 2026 · Advisor changed firm · fact
- Boyum Wealth Architects Llc reported RAUM $564.0M, up 78% from $316.2M (2025-10-21 to 2026-01-15)Jan 15, 2026 · RAUM change · derived
- 2 advisors left Strategic Wealth Group (Eden Prairie, MN) for Boyum Wealth Architects LLC on the same dayMay 28, 2025 · Team lift-out · derived
- Kody Shane Sherlund left Boyum Wealth Architects Llc for Brooklyn Fi, Llc (registered 2023-04-20)Mar 7, 2023 · Advisor changed firm · fact
- Heritage Wealth Architects, Inc. filed its initial SEC registration (Form ADV)Mar 7, 2018 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/boyum-wealth-architectsreportedpublic record, Form ADV, Sep 17, 2026
- Website
- myboyum.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 651-289-6444reportedpublic record, Form ADV, Apr 30, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $47.0Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026