BOULEVARD
Boulevard Wealth Management is a privately held, SEC-registered Investment Advisor in Bloomington, Minnesota that delivers team-based, fiduciary wealth management — financial planning, portfolio advisory, and insurance — to high-net-worth individuals, families, business owners, and commission-based professionals in the Twin Cities and across the United States.
- Company typePrivate
- Founded2010
- HeadquartersEden Prairie, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What BOULEVARD does
Boulevard Wealth Management, Inc. (dba BOULEVARD) is a privately held, SEC-registered Investment Advisor and Licensed Insurance Agency headquartered in Bloomington, Minnesota, serving high-net-worth and mass-affluent individuals and families primarily in the Twin Cities metro area and, via virtual advisory, across the broader United States. The firm was founded in 2010 by financial professionals who left corporate brokerage, bank, and insurance environments to deliver a fiduciary, team-based, multi-family-office style of wealth management, and it has expanded through two mergers — Alpha Investment Advisors in 2013 and Villars Midwest in 2014 — that added portfolio management and insurance/risk capabilities under Troy Noor and Derek Villars respectively.
Core offerings include Comprehensive Financial Planning delivered on a flat-fee project basis, Portfolio Advisory Services billed quarterly on assets under management using the firm's proprietary Signature Six™ investment strategies and a systematic rebalancing methodology, and Insurance Advisory Services (life, disability, long-term care). Specialized service lines target Business Owners (succession, liquidity events, retirement plans) and Commission-Based Professionals (variable income, tax planning). Operational technology is conventional third-party infrastructure: eMoney Advisor and the firm's own MoneyWorks platform for planning, Charles Schwab for custody, and 256-bit SSL with two-factor authentication for the client portal; no proprietary AI/ML capability is disclosed.
Revenue is generated from three streams — flat-fee planning engagements, recurring quarterly AUM fees, and transactional insurance commissions — with a $100,000 investable-asset minimum for new clients. Go-to-market is sales-led and relationship-driven: a 60-minute no-obligation discovery meeting leads into onboarding, planning, and ongoing review meetings delivered by a multi-disciplinary internal team supplemented by strategic partners Lehner Law Office (estate) and Lines and Ledgers (tax). Marketing relies on blog/content, email newsletters, social media, and webinars rather than paid performance channels, consistent with the firm's referral- and reputation-driven local presence.
BOULEVARD firmographics
Firmographics- Name
- BOULEVARD
- Legal name
- Boulevard Wealth Management, Inc.
- Website
- https://boulevardwealth.com
- Company type
- Private
- Founded year
- 2010
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Boulevard Wealth Management is a privately held, SEC-registered Investment Advisor in Bloomington, Minnesota that delivers team-based, fiduciary wealth management — financial planning, portfolio advisory, and insurance — to high-net-worth individuals, families, business owners, and commission-based professionals in the Twin Cities and across the United States.
- Ownership category
- akta.pro rank
BOULEVARD industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592), Trust, Fiduciary, and Custody Activities (523991)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE)
- akta.pro secondary industries
- Lifestyle, Concierge & Personal Services Management (FSAAADAJ), Estate & Legacy Planning Advisory (FSAEAAAG)
Keywords
Where BOULEVARD is headquartered
LocationHeadquarters
- HQ city
- Eden Prairie
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
BOULEVARD business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Comprehensive Financial Planning: Customized financial planning projects completed for a predetermined flat fee. Fee estimates provided prior to engagement. Planning fee becomes payable upon delivery of the plan.
- Portfolio Advisory Services: Full-service investment management with emphasis on risk management. Billed as quarterly fee on assets under management according to the firm's Form ADV fee schedule.
- Insurance Advisory Services: Insurance advisory services designed to minimize insurance expenses while covering actual needs. Revenue from insurance placement where appropriate for client financial plans.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Quarterly | Investment Management - Quarterly AUM Fee |
| One time/ perpetual license | Pay-as-you-go | Financial Planning - Flat Fee |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels5 records
BOULEVARD product offering
Product offeringCore offering
Boulevard Wealth Management is a fiduciary wealth management firm offering integrated financial planning, portfolio advisory, and insurance advisory services to individuals and families. The firm delivers its services through a team-based, multi-discipline approach combining investment management, tax planning, retirement planning, estate planning, and risk management under the Signature Six investment strategies. Services are billed via flat fees for planning projects and quarterly fees on assets under management, with strategic partnerships providing legal and tax consulting.
Product overview
Boulevard Wealth Management operates as a full-service wealth management firm offering integrated financial services through a team-based approach. The core offerings include Comprehensive Financial Planning (covering strategic planning, investment portfolio management, insurance & protection, tax planning, and estate planning), Portfolio Advisory Services (investment management with systematic rebalancing and risk management), and Insurance Advisory Services. Specialized service lines address Business Owners (retirement plans, succession planning, liquidity events) and Commission Earners (variable compensation planning). All services are delivered through a fiduciary approach with client onboarding via the MoneyWorks platform and secure client web portal access.
Differentiator
Problem solved
Functional benefit
Products and services
- Comprehensive Financial Planning Full-service financial planning for individuals and families covering cash flow, retirement, investments, insurance, taxes, and estate considerations. Includes strategic planning, portfolio construction, tax minimization, and legacy planning, completed for a predetermined flat fee.
- Portfolio Advisory Services Full-service investment management for clients with emphasis on risk management, implementing systematic rebalancing, risk tolerance assessment, and mean-variance optimization. Billed as a quarterly fee on assets under management according to the firm's Form ADV fee schedule. Account minimum of $100,000 of investable assets applies.
- Insurance Advisory Services Insurance risk management including policy evaluation, marketplace comparison, and needs assessment for life, disability, and long-term care insurance. Minimizes insurance expenses while covering essential risks identified in financial plans.
- Business Owner Services Comprehensive planning for business owners including organizing financial life, minimizing taxes, setting up retirement plans (SIMPLE/SEP IRA, 401(k), Executive Deferred Compensation), insurance protection, and preparing for liquidity events or business exits.
- Commission Earner Services Financial planning tailored for high-earning commission-based professionals such as real estate brokers and developers. Addresses variable income complexity, cash flow management, tax minimization, and insurance protection.
Quantifiable outcome
- Client projected lifetime wealth increased by over $3 million through optimized business exit and retirement planning
- +2 more outcomes
Companies that use BOULEVARD
Customer profileNamed customers1 record
Segments5 records
Ideal customer profiles6 records
BOULEVARD technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
Feature3 records
BOULEVARD partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core and supporting.
- Lehner Law Office, PLLCcoreStrategic partnership with Andrew Lehner, JD providing estate planning legal services including revocable and irrevocable trust design, gifting strategies, trust funding, business succession planning, and deferred compensation design. Legal services offered separately through Lehner Law Office.
- Lines and Ledgers, LTDcoreStrategic partnership with Robin Abrahamson, CPA/MBT for tax preparation and planning services. Tax services include preparation for individuals, families, and closely held businesses, plus tax projections and personal tax planning consultation.
- eMoney AdvisorcoreThird-party financial planning platform provider used for client financial planning, document management, and secure client portal access. Platform features 256-bit SSL encryption and two-factor authentication for data security.
- Charles SchwabcoreCustodian for client investment accounts. Clients access accounts through Charles Schwab platform for portfolio management and administration.
- Fiduciary Partners, Inc.supportingTrust administration services offered separately for clients requiring trust management beyond estate planning documents.
Scale indicators3 records
Recent moves7 records
Expansion highlights6 records
BOULEVARD competitors and assessment
Company assessmentMarket position
Strengths4 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
BOULEVARD social profiles
Digital presenceBOULEVARD compliance and trust
Trust signalCompliance3 records
BOULEVARD financial estimates
Financial estimateRevenue estimate
Valuation estimate
BOULEVARD leadership team
Management profileNumber of profiles
Profiles5 records
BOULEVARD funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
BOULEVARD M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about BOULEVARD
What does BOULEVARD do?
Boulevard Wealth Management is a fiduciary wealth management firm offering integrated financial planning, portfolio advisory, and insurance advisory services to individuals and families. The firm delivers its services through a team-based, multi-discipline approach combining investment management, tax planning, retirement planning, estate planning, and risk management under the Signature Six investment strategies. Services are billed via flat fees for planning projects and quarterly fees on assets under management, with strategic partnerships providing legal and tax consulting.
Is BOULEVARD a public or private company?
BOULEVARD is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was BOULEVARD founded?
BOULEVARD was founded in 2010. It employs 1 to 10 people.
Where is BOULEVARD based?
BOULEVARD is headquartered in Eden Prairie, United States, in the North America region.
How does BOULEVARD make money?
Three revenue lines are on record. Comprehensive Financial Planning is the primary driver. The others are portfolio Advisory Services and insurance Advisory Services.
Does BOULEVARD have an API?
No public API is recorded for BOULEVARD.
What industry is BOULEVARD in?
BOULEVARD's product category is Wealth Management. Its primary akta.pro industry code is FSAAABAE, Private Wealth Planning (Tax, Estate & Succession), with a secondary code of FSAAADAJ, Lifestyle, Concierge & Personal Services Management. Its NAICS code is 523940 and its SIC code is 6282.