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Blvd Private Wealth, LLC

● SEC registered since 2022CRD 310682SEC# 801-126683Prospect, KY
Export (members)
Reg. AUM
$220.4M
Employees
3
Accounts
427
Location
Prospect, KY

Blvd Private Wealth, LLC assets under management

Blvd Private Wealth, LLC operates as an SEC-registered investment adviser based in Prospect, KY. The firm has been registered since 2022. It reports $220.4 million in regulatory assets under management and employs 3 people.

Blvd Private Wealth, LLC owners & executives

1 reported
NameTitleOwnershipSince
Chris Edward Brady ControlManaging Member/Chief Compliance OfficerOver 75%2020

Frequently asked questions

How much does Blvd Private Wealth, LLC manage?

Blvd Private Wealth, LLC reports $220.4 million in regulatory assets under management on its Form ADV.

How many employees does Blvd Private Wealth, LLC have?

Blvd Private Wealth, LLC reports 3 employees.

Where is Blvd Private Wealth, LLC located?

Blvd Private Wealth, LLC is based in Prospect, KY and has been SEC-registered since 2022.

Does Blvd Private Wealth, LLC disclose fund performance?

Blvd Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10515 Meeting Street, Suite 101, Prospect, KY 40059
Phone(502) 805-5820
FaxN/A
Office hoursNot Applicable - Office Visits By Appointment Only
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$220.4M▲ 26%
Mar '25 — $174.5MApr '25 — $174.5MMay '25 — $174.5MJun '25 — $174.5MJul '25 — $174.5MAug '25 — $174.5MSep '25 — $174.5MOct '25 — $174.5MNov '25 — $174.5MDec '25 — $174.5MJan '26 — $220.4MFeb '26 — $220.4MMar '26 — $220.4MApr '26 — $220.4MMay '26 — $220.4MJun '26 — $220.4M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers

Assets under management

$220.4Mregulatory AUM
Discretionary $220.4M