Boardwalk Financial Strategies LLC
Boardwalk Financial Strategies LLC is an SEC-registered ria in Hartland, WI with $197.6M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Boardwalk Financial Strategies LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 165048, SEC 801-127667, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $197.6M (2026-03-25)
- Firm type
- Ria
- Location
- Hartland, WI
- Employees
- 6
- Clients
- 85
- CRD
- 165048
- Ownership
- RODENBAUGH, MICHAEL, J; RODENBAUGH, HEIDI; RODENBAUGH, MICHAEL, JOHN; RODENBAUGH, HEIDI, MARIE
How much AUM does Boardwalk Financial Strategies LLC have?
Boardwalk Financial Strategies LLC reported $197.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Boardwalk Financial Strategies LLC?
Disclosed owners and executives of Boardwalk Financial Strategies LLC include RODENBAUGH, MICHAEL, J, RODENBAUGH, HEIDI, RODENBAUGH, MICHAEL, JOHN, RODENBAUGH, HEIDI, MARIE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.