BOULEVARD FAMILY WEALTH
CA FAMILY WEALTH LLC Legal Name
Adviser information for BOULEVARD FAMILY WEALTH last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 3 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 128 | $845.0M |
| Non-Discretionary | 0 | $0 |
| Total | 128 | $845.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 12 | $467.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $26.9M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 7 | $350.2M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-110200 |
|---|---|
| SEC ERA File Number | 801-110200 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 285229 |
| Legal Entity Identifier | None |
Principal Office
9465 WILSHIRE BLVD.SUITE 840
BEVERLY HILLS
CA
United States
Monday - Friday, BY APPOINTMENT
Tel: 877-556-5550, Fax: None
Chief Compliance Officer
SHANNON MCLAUGHLIN
CONTROLLER
9465 WILSHIRE BLVD.
SUITE 840
BEVERLY HILLS
CA
United States
Tel:
310-598-7151
S**********@**************M
(Full email address available in API data)
Industry Affiliates
| BOULEVARD FAMILY WEALTH SERVICES, LLC | Other investment adviser, including financial planners |
| BOULEVARD INSURANCE STRATEGIES, LLC | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| McLaughlin, Shannon, Kathleen | Individual | – | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | 05/2017 | < 5% |
| CELENZA, MATTHEW, JOSEPH | Individual | – | MANAGING PRINCIPAL | 07/2017 | < 5% |
| SHIEH, ANDREA | Individual | – | DIRECTOR OF INVESTMENTS | 07/2017 | < 5% |
| CELENZA LIVING TRUST | Domestic Entity | – | MANAGING MEMBER | 10/2018 | > 75% |
| Celenza, Pamela | Individual | CELENZA LIVING TRUST | GRANTOR & TRUSTEE | 10/2018 | |
| CELENZA, MATTHEW, JOSEPH | Individual | CELENZA LIVING TRUST | GRANTOR & TRUSTEE | 10/2018 |