| Name | Title | Ownership | Since |
|---|---|---|---|
| Brennan P McCarthy Control | Owner, Officer | 5-10% | 2017 |
| Derek D Villars Control | Owner, Officer | 10-25% | 2014 |
| Troy Alan Noor Control | Owner, Officer And Chief Compliance Officer | 50-75% | 2013 |
Boulevard Wealth Management, Inc. reports $112.9 million in regulatory assets under management on its Form ADV.
Boulevard Wealth Management, Inc. reports 5 employees.
Boulevard Wealth Management, Inc. is based in Bloomington, MN and has been SEC-registered since 2026.
Boulevard Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 7825 Washington Avenue, Suite 100, Bloomington, MN 55439 |
| Phone | 877-664-2583 |
| Fax | 877-670-2583 |
| Office hours | 8:30a.m. - 6p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $112.9M |
| Non-discretionary | $0 |
| Total (RAUM) | $112.9M |