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Boeckermann Heinen & Mayer Wealth Management LLC (Bloomington)


Boeckermann Heinen & Mayer Wealth Management LLC is a large advisory firm based in Bloomington. It manages $354.25 million of regulatory assets for 295 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Minnesota, Nevada, and Texas.

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Boeckermann Heinen & Mayer Wealth Management provides financial planning services, portfolio management for individuals and small businesses, and market timing services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Boeckermann Heinen & Mayer Wealth Management: assets under management

The assets under management (AUM) of Boeckermann Heinen & Mayer Wealth Management LLC is $354.25 million. The firm's AUM has gone down by -16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $348.51 million in discretionary accounts and $5.74 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.42 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $117.11 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Boeckermann Heinen & Mayer Wealth Management LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Daniel Boeckermann Shareholder 1 Apr 1982 25% - 50% 2803677

Based in Bloomington

The principal office where Boeckermann Heinen & Mayer Wealth Management LLC performs its advisory services is located at 7900 Xerxes Avenue South, Bloomington, MN 55431, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 952-844-2500 or by fax 952-844-2525. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at bhmwealth.com.


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