Financial Arcitects, Inc
- Regulatory AUM
- $472M
- Discretionary
- $470M
- Clients
- 902
- Avg AUM / client
- $524K
- Accounts
- 2,069
- Employees
- 12
AUM over time
Annual snapshots from Form ADV filings · as of Feb 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 810 | $191M | 40.4% |
| High net worth individuals | 87 | $243M | 51.4% |
| Charitable organizations | 2 | $16.5M | 3.5% |
| Insurance companies | 1 | $19.1M | 4.04% |
| Corporations and other businesses | 2 | $3.1M | 0.66% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Matthew Brian Boersen | President/Chief Compliance Officer. | CFP | Jan 2016 (11y) | 75% or more |
| Victoria Joy Buffum | Secretary | Jan 2019 (8y) | 10% – 25% | |
| Jaycob John Keuning | Registered representative | Aug 2019 (7y) | ||
| Thomas James Proos | Registered representative | Jul 2020 (6y) | ||
| Madelyn Kay Rozeboom | Registered representative | CFP | Aug 2022 (4y) | |
| David Arnold Lutz | Registered representative | Jan 2025 (2y) | ||
| Kenneth John Welch | Registered representative | Jan 2025 (2y) | ||
| Samuel John Genzink | Registered representative | Aug 2025 (1y) | ||
| Joshua Leonard Walther | Registered representative | CFP | Feb 2026 (0y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/09/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $462M (98% of AUM) Feb 2026
- Nationwide (Annuities) $2.2M (1% of AUM) Jan 2026
- Lincoln Financial Advisors Corporation $2.1M (1% of AUM) Jan 2026
- Mtg, Llc $200K (0% of AUM) Jan 2026
- Altruist Financial $189K (0% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 09, 2026.
View current Form ADV (SEC/IAPD) ↗