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, SEC-registered registered investment adviser (registered in 2022) organized as an LLC and owned by an individual. The firm positions itself as a capital allocator servicing individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and manager selection. Compensation is charged as a percentage of assets under management and, in some cases, fixed fees. The firm notes an affiliation with an insurance company, which may influence product availability or distribution relationships. Blvd does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 1
Chris Brady
Founder & CEOCRD 6155615
Contacts
2 of 2
Timothy 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 55Active vs passive
$98.4M in ETFs
48%
$47M
32%
$51.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PGIM LADDERED S&P 500 BUFFER 20 ETF (PBFR) | PGIM | $7.1M | 228,000 | 7.25% |
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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