Daniel Swedin
Investment adviser representative at Boyum Wealth Architects LLC
25 yearsExperience
1 stateRegistered in
$564MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
25 years in the industry.
- Boyum Wealth Architects LLCFeb 2026 to now
- RBC Capital Markets, LLCSep 2024 to Feb 2026
- North Star Resource GroupJun 2023 to Sep 2023
- Town and Country ClubMay 2021 to Sep 2024
- TargetDec 2020 to May 2021
- The CagesFeb 2018 to Sep 2020
- Green Mill CateringApr 2017 to Jun 2018
- UnemployedOct 2001 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MN).
Boyum Wealth Architects LLC
$564MAssets managed
454Clients
12Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7980992
- Firm CRD
- 161261