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BLVD PRIVATE WEALTH, LLC

PROSPECT, KY · CRD 310682 · IAPD ↗ · (502) 805-5820

$220.4MRegulatory AUM
3Advisory reps
3Employees
0Clients
26-50Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
February 2026 — BLVD PRIVATE WEALTH, LLC reported RAUM up 26% ($174.5M -> $220.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
March 2024 — BLVD PRIVATE WEALTH, LLC notice-filed in IN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
February 2024 — BLVD PRIVATE WEALTH, LLC reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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