BLVD PRIVATE WEALTH, LLC
Adviser information for BLVD PRIVATE WEALTH, LLC last updated from Form ADV on March 28th, 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 | Kentucky, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 325 | $172.6M |
| Non-Discretionary | 0 | $0 |
| Total | 325 | $172.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 79 | $33.2M |
| HNW Individuals | 25 | $101.5M |
| 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 | 0 | $0 |
| 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 | 5 | $37.8M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 7 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-126683 |
|---|---|
| SEC ERA File Number | 801-126683 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 310682 |
| Legal Entity Identifier | None |
Principal Office
10515 MEETING STREETSUITE 101
PROSPECT
KY
United States
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY, NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
Tel: (502) 805-5820, Fax: N/A
Chief Compliance Officer
ASHLEY KENDRA BAUMGARDNER
10515 MEETING STREET
SUITE 101
PROSPECT
KY
United States
Tel:
502-805-5820
Fax:
N/A
A*****@*********M
(Full email address available in API data)
Industry Affiliates
| CHRIS EDWARD BRADY | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BRADY, CHRIS, EDWARD | Individual | – | MANAGING MEMBER | 08/2020 | > 75% |
| Baumgardner, Ashley, Kendra | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2022 | < 5% |