← Tributary

BOULEVARD FAMILY WEALTH

BEVERLY HILLS, CA · CRD 285229 · IAPD ↗ · boulevardfw.com · 877-556-5550

$933.0MRegulatory AUM
3Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
June 2025 — BOULEVARD FAMILY WEALTH (BEVERLY HILLS, CA) left the SEC roster (was $933.0M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.