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BOYUM WEALTH ARCHITECTS LLC

BLOOMINGTON, MN · CRD 161261 · IAPD ↗ · myboyum.com · 651-289-6444

$564.0MRegulatory AUM
9Advisory reps
15Employees
8Clients
51-100Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
February 2026 — BOYUM WEALTH ARCHITECTS LLC crossed $500M in regulatory AUM ($316.2M -> $564.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
72
February 2026 — BOYUM WEALTH ARCHITECTS LLC grew from 5 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
December 2025 — BOYUM WEALTH ARCHITECTS LLC notice-filed in CA, CO, FL, IA, IL, NE, WA, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
July 2025 — BOYUM WEALTH ARCHITECTS LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
28
June 2025 — BOYUM WEALTH ARCHITECTS LLC changed its website from heritagewa.com to myboyum.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
48
June 2025 — BOYUM WEALTH ARCHITECTS LLC moved its main office from MENDOTA HEIGHTS, MN to BLOOMINGTON, MN.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
58
June 2025 — HERITAGE WEALTH ARCHITECTS, INC. is now doing business as BOYUM WEALTH ARCHITECTS LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
28
March 2025 — HERITAGE WEALTH ARCHITECTS, INC. changed its website from heritagewealtharchitects.com to heritagewa.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
47
March 2025 — HERITAGE WEALTH ARCHITECTS, INC. notice-filed in NH, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
March 2025 — HERITAGE WEALTH ARCHITECTS, INC. now reports custody of client assets ($74.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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