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 is owned by an individual and focuses on wealth management for individuals and families. Its advisory services center on financial planning, portfolio management for individuals and small businesses, and selecting outside managers when needed. Blvd Private Wealth operates as a capital allocator, tapping third‑party alternative managers alongside public market investments. Fees are charged as a percentage of assets under management and via fixed fees. The firm is not an active ESG investor and lists an affiliation with an insurance company.
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 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 53Active vs passive
$92.1M in ETFs
52%
$48.1M
32%
$44M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PGIM LADDERED S&P 500 BUFFER 20 ETF (PBFR) | PGIM | $6.3M | 206,019 | 6.86% |
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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