BLVD PRIVATE WEALTH, LLC
Firm details
- Headquarters
- PROSPECT, Kentucky
- CRD number
- 310682
- Registered since
- October 3, 2022
- Website
- www.blvdpw.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI87.23%
- Individuals12.77%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Blvd Private Wealth, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm serves individual and family clients and bills primarily via a percentage of assets under management, with some engagements using fixed fees. Its advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third-party advisers, reflecting a role as a capital allocator rather than a single-manager shop. Blvd Private Wealth notes an affiliation with an insurance company and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds57%
- Exchange Traded Equities31%
- Other6%
- Non-Exchange Traded Equities3%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1CHRIS BRADY
Founder & CEOCRD 6155615
Contacts
2 of 2TIMOTHY LOGSDON
Vice PresidentCRD 5187731
MARGARET PAPE
Financial PlannerCRD 6412240
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 51Active vs passive
$72.8M in ETFs
49%
$35.5M
36%
$37.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PGIM LADDERED S&P 500 BUFFER 20 ETF (PBFR) | PGIM | $5.7M | 195,442 | 7.78% |
Location
PROSPECT, KY
JEFFERSON
Location
PROSPECT, KY
Headquartered in PROSPECT, KY, anchoring the Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN metro in the South.
- Metro area
- Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN
- Region
- South
- County
- JEFFERSON
- Address
- 10515 Meeting St
- Time zone
- CT (UTC-6)
- Office locations
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