SourcingSourcing

BOULEVARD WEALTH MANAGEMENT, INC.

B51
CRD 164423·SEC 801-134380·BLOOMINGTON, MN
AUM
$119.5M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$358K
@ 30% margin
Est. Deal Value
$2.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BOULEVARD WEALTH MANAGEMENT, INC.
CRD
164423
SEC file #
801-134380
EIN
262903323
DBA names
Boulevard

Economics

AUM
$119.5M
AUM band
$100M-$500M
AUM trajectory
—
Client mix
Individuals Other229
Individuals High Net Worth37
Pension Profit Sharing Plans2

Operations

Employees (total)
5
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
—
Primary office
BLOOMINGTON MN
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed feesCommissions

Filings

Latest ADV filing
04/22/2026
ADV-W filed at
—
Website
boulevardwealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
NOOR, TROY, ALAN
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
NOOR, TROY, ALAN
VILLARS, DEREK, D
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BOULEVARDWEALTH.COM
Rdap Domain Creation Date
2008-12-30T17:10:03Z
Rdap Firm Age Years
18
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001658010
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2015-11-12
Edgar Last Filing Date
2015-11-12
Edgar Form D Count
1
Edgar Form D Offerings
2015-11-122015-11-12 · 0001658010-15-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
11995 SINGELTREE LANE #240EDEN PRAIRIE, MN 55344
Business
11995 SINGELTREE LANE #240EDEN PRAIRIE, MN 55344
Edgar EIN
262903323
Edgar Recent Filings
D2015-11-12 · 0001658010-15-000001
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-19T04:59:59Z
Rdap Domain Last Changed
2026-05-01T18:40:16Z
Rdap Nameservers
Pdns05.domaincontrol.comPdns06.domaincontrol.com
Rdap Secure Dns Enabled
Yes
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2817889
Trust Company Affiliate
No

People (4)

4
NOOR, TROY, ALAN
IAR · Direct Owner · 62.5%
2817889
VILLARS, DEREK, D
IAR · Direct Owner · 17.5%
4533767
MCCARTHY, BRENNAN, P
IAR · Direct Owner · 7.5%
7012134
ISAAC JOSEPH BENNER
IAR
7395679