Boyum Wealth Architects Llc
- Regulatory AUM
- $564M
- Discretionary
- $424M
- Clients
- 454
- Avg AUM / client
- $1.2M
- Accounts
- 1,155
- Employees
- 15
AUM over time
Annual snapshots from Form ADV filings · as of Apr 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 189 | $76.8M | 13.6% |
| High net worth individuals | 141 | $346M | 61.4% |
| Pension and profit sharing plans | Fewer than 5 clients | $76.9M | 13.6% |
| Charitable organizations | Fewer than 5 clients | $1.2M | 0.2% |
| Other investment advisers | Fewer than 5 clients | $2.4M | 0.43% |
| Corporations and other businesses | 4 | $1.4M | 0.24% |
| Other | 120 | $59.2M | 10.5% |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James Shannon Knapp | President/Ceo/Secretary/Treasurer/Shareholder/Chief Compliance Officer | CFP | Jan 2012 (15y) | 75% or more |
| Tyler Lee Rudek | Partner/Chief Investment Officer | CFA | May 2015 (11y) | 5% – 10% |
| Ashley Grace Klemann | Registered representative | CFP | Jun 2023 (3y) | |
| Samuel Alexander Johnson | Registered representative | CFP Chartered Financial Consultant | Jun 2023 (3y) | |
| Stephanie Kay Stoup | Registered representative | CFP | Feb 2025 (1y) | |
| Christopher Daniel Miller | Registered representative | Jun 2025 (1y) | ||
| Gregg M Sainsbury | Registered representative | CFP | Jun 2025 (1y) | |
| Tenner C Stoe | Registered representative | CFP | Oct 2025 (1y) | |
| Richard Warren Stoeckel | Registered representative | Jan 2026 (1y) | ||
| Haris Kopic | Registered representative | CFP | Feb 2026 (0y) | |
| Shawn Patrick Van Winkle | Registered representative | Feb 2026 (0y) | ||
| Daniel Swedin | Registered representative | Feb 2026 (0y) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/30/2026 | 906 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $428M (76% of AUM) Apr 2026
- T. Rowe Price Investment Services, Inc. $27.4M (9% of AUM) Oct 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 30, 2026.
View current Form ADV (SEC/IAPD) ↗