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BOULAY WEALTH

EDEN PRAIRIE, MN · CRD 111334 · IAPD ↗ · 952-893-9320

$3.01BRegulatory AUM
31Advisory reps
45Employees
3Clients
1-10Planning clients
0Private funds
17States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
September 2026 — BOULAY WEALTH notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
December 2025 — BOULAY WEALTH notice-filed in GA, IA, MI, NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
December 2025 — BOULAY FINANCIAL ADVISORS, LLC is now doing business as BOULAY WEALTH.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
75
December 2025 — BOULAY WEALTH grew from 27 to 32 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
49
September 2024 — BOULAY FINANCIAL ADVISORS, LLC notice-filed in OR, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
75
September 2024 — BOULAY FINANCIAL ADVISORS, LLC grew from 22 to 27 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.