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Blvd Private Wealth, LLC

● SEC registered since 2022CRD 310682SEC# 801-126683Prospect, KY
Export (members)
Reg. AUM
$174.5M
Employees
5
Accounts
365
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 $174.5 million in regulatory assets under management and employs 5 people.

Blvd Private Wealth, LLC owners & executives

2 reported
NameTitleOwnershipSince
Ashley Kendra Baumgardner ControlChief Compliance OfficerUnder 5%2022
Chris Edward Brady ControlManaging MemberOver 75%2020

Frequently asked questions

How much does Blvd Private Wealth, LLC manage?

Blvd Private Wealth, LLC reports $174.5 million in regulatory assets under management on its Form ADV.

How many employees does Blvd Private Wealth, LLC have?

Blvd Private Wealth, LLC reports 5 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

Assets under management

Discretionary$174.5M
Non-discretionary$0
Total (RAUM)$174.5M