← Tributary

BOULEVARD FAMILY WEALTH SERVICES, LLC

BEVERLY HILLS, CA · CRD 327643 · IAPD ↗ · boulevardfw.com · 877-556-5550

$2.5MRegulatory AUM
5Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
120-Day ApprovalSEC status

Filing changes

60
April 2024 — BOULEVARD FAMILY WEALTH SERVICES, LLC (BEVERLY HILLS, CA) left the SEC roster — its 120-day provisional registration did not convert (was $2.5M RAUM, 5 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.