BLVD Private Wealth LLC

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Assets, Funds, Holdings

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BLVD Private Wealth LLC
CRD #310682
SEC #801-126683
CIK #
AUM $159.1 MM (2024-07-18)
Employees 5 (80% Investors, 0% Brokers)
Phone502-805-5820
Address10515 Meeting Street
Prospect, KY 40059
Source [IAPD] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
180144108723602009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 84 56.8
(b) Individuals (high net worth individuals) 27 102.1
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 3 0.1
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 340 159.1
By Discretionary
Discretionary 340 159.1
Non-Discretionary 0 0.0
Total 340 159.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 159.1
Total 340 159.1
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Pinnacle Wealth Management LLC
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Personal Choice Financial Advisors LLC
OH 0.2
Core Financial Advisors LLC
CA 0.2
Bernard Wealth Management Corp
MI 0.2
SWP Financial LLC
CA 0.2
Vision Capital Management Corporation
NC 0.2
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