Samuel A. Johnson

BOYUM WEALTH ARCHITECTS LLC

BLOOMINGTON, MN 55425

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CRD#: 7333681

Professional summary

Samuel Alexander Johnson, CFP®, who also goes by Sam Johnson, is a registered financial advisor currently at BOYUM WEALTH ARCHITECTS LLC located in Bloomington, Minnesota.

Samuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Samuel has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sam Johnson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel Alexander Johnson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

June 16, 2023 - Present

BOYUM WEALTH ARCHITECTS LLC

Office #1: 3050 Metro Drive Suite 200, Bloomington, MN 55425

RIA

CRD#: 161261

BLOOMINGTON, MN

Past

February 2, 2021 - June 7, 2023

PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC

RIA

CRD#: 110372

MAPLE GROVE, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BOYUM WEALTH ARCHITECTS LLC

BOYUM WEALTH ARCHITECTS LLC | SPANNING GENERATIONS | HERITAGE WEALTH ARCHITECTS, LLC | HERITAGE WEALTH ARCHITECTS, INC. | GAMMA PLANS

CRD#: 161261 / SEC#: 801-112783

RIA

Registered Investment Advisory firm - (4/6/2018 Approved)

Minnesota

Registered Investment Advisory firm - (4/11/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(6/16/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

BOYUM WEALTH ARCHITECTS LLC

BOYUM WEALTH ARCHITECTS LLC | SPANNING GENERATIONS | HERITAGE WEALTH ARCHITECTS, LLC | HERITAGE WEALTH ARCHITECTS, INC. | GAMMA PLANS

CRD#: 161261 / SEC#: 801-112783

RIA

Registered Investment Advisory firm - (4/6/2018 Approved)

Minnesota

Registered Investment Advisory firm - (4/11/2018 Terminated)

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Contact information

Main Address

3050 Metro Drive Suite 200, Bloomington, MN 55425

Mailing Address

Phone number

(651) 289-6444

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A BROCHURE AND ADV PART 2B BROCHURE SUPPLEMENT (6/11/2025)

Regulatory assets under management

Total Number of Accounts	829
AUM (Assets Under Management)	$ 316,247,697

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Samuel A. Johnson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel Alexander Johnson's CRS (Customer Relationship Summary).

Certified licenses

Experience

BOYUM WEALTH ARCHITECTS LLC

PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC

Primary Firm SEC Registration

BOYUM WEALTH ARCHITECTS LLC

State Registrations and Notice Filings

Exams

Current Firm

BOYUM WEALTH ARCHITECTS LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BOYUM WEALTH ARCHITECTS LLC

TRUST BUT VERIFY

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