AdFi
BW

BOYUM WEALTH ARCHITECTS LLC

SEC Registered

Your company, Your goals. Our expertise.

BLOOMINGTON, MNhttps://myboyum.com651-289-6444
Assets Under Management
$500M–$1B
Year Founded
1975
Employees
15
Office Locations
1 office
Total Accounts
1155

About the firm

Boyum Barenscheer CPAs & Advisors is a CPA and advisory firm focused on helping clients make smarter financial decisions, strengthen their businesses, and plan confidently for the future. Founded in 1975, the firm has grown to over 150 seasoned professionals with offices in Bloomington, Arden Hills, and Scandia, and is ranked one of the top accounting firms in the Twin Cities.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthCharitable OrganizationsState/Municipal

Areas of expertise

TaxAuditAccountingBusiness ConsultingFinancial StatementsEstate And Trust PlanningRetirement PlanningWealth ManagementManufacturing And DistributionConstruction And EngineeringNon-profit+1 more

Services

Taxes, audit, business consulting, accounting, financial statement services, estate and trust planning, retirement plan services, wealth management, and business advisory services.

Who they serve

Organizations and individuals across a variety of industries including manufacturing and distribution, construction and engineering, professional services, secured financing, restaurants and breweries, non-profit organizations, salons and beauty, and the automotive industry, as well as personal tax clients.

Client segmentClientsAssets managed
Individuals (Non-HNW)189$77M
High Net Worth Individuals141$346M

8 total clients reported on Form ADV.

Leadership

James Shannon Knapp
PRESIDENT/CEO/SECRETARY/TREASURER/SHAREHOLDER/CHIEF COMPLIANCE OFFICER

Office locations

1 office in 1 state
MN
BLOOMINGTONHQ

Advisors at this firm

12 advisors in the directory

Regulatory & compliance

CRD number
#161261
SEC Number
801-112783
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Minimum: $50,000 (waivable)

Data as of April 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Find an advisor that fits

Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BOYUM WEALTH ARCHITECTS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BOYUM WEALTH ARCHITECTS LLC | AdvisorFinder