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Governor · Boulay Wealth

Dan R. Markowitz

CRD 7290561 · Named on Form ADV at one SEC-registered adviser

At a glance

Boulay Wealth, an SEC-registered wealth manager based in Eden Prairie, MN with $3.0 billion in regulatory assets, lists Dan R. Markowitz on its Form ADV as Governor, a control person.

Firms and roles

  • Boulay WealthGovernorWealth manager · Eden Prairie, MN · $3.0B in regulatory assets

AtlasMembers

Dan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Dan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.