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Boria Wealth Management, Ltd.

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Firm Details

Metro area Minneapolis
CRD Number 343761
Website boriawealth.com
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Overview

Boria Wealth Management, Ltd. is a Wayzata, Minnesota-based wealth management and financial planning firm founded in 2008. It works with individuals, families, and small businesses and provides comprehensive planning across budgeting, risk management, tax planning, investment strategy, retirement planning, and estate management. The firm historically delivered advisory services through Cambridge Investment Research Advisors and now appears separately in the 2026 Form ADV feed under CRD 343761 and SEC file number 801-137370.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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