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| Happy Holidays!! thanks for using AUM13F!! |
| BLVD Private Wealth LLC
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| CRD # | 310682 |
| SEC # | 801-126683 |
| CIK # | |
| AUM | $174.5 M (2025-06-11) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 502-805-5820 |
| Address | 10515 Meeting Street Prospect, KY 40059 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 102 | 63.6 |
| (b) Individuals (high net worth individuals) | 25 | 110.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 1 | 0.1 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 365 | 174.5 |
| By Discretionary | ||
| Discretionary | 365 | 174.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 365 | 174.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 174.5 | |
| Total | 365 | 174.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
TLW Wealth Management LLC
✚
|
0.2 | |
|
Hofer & Associates Inc
✚
|
CA | 0.2 |
|
Finarc Investments Inc
✚
|
MA | 0.2 |
|
Retirement Advisors LLC
✚
|
TX | 0.2 |
|
Matters Capital LLC
✚
|
FL | 0.2 |
|
iTrust Asset Management LLC
✚
|
KY | 0.2 |
|
McGinn Penninger Investment Management Inc
✚
|
VA | 0.2 |
|
Southern Capital Services Inc
✚
|
AL | 0.2 |
|
Secfi Advisory Limited
✚
|
NY | 0.2 |
|
The Simmons Partnership Inc
✚
|
MD | 0.2 |