# BLVD Private Wealth, LLC

> BLVD Private Wealth, LLC is an SEC-registered investment advisory firm in Prospect, KY, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 27, 2026.

- CRD: 310682
- Filed as: BLVD PRIVATE WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Prospect, KY
- Filing period: October 2026
- Form ADV filing dated: February 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/310682
- AdvisorCensus page: https://advisorcensus.com/firm/blvd-private-wealth-llc-prospect-ky-310682

## Quick answers

**How is BLVD Private Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), BLVD Private Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is BLVD Private Wealth, LLC located?**
BLVD Private Wealth, LLC's principal office is in Prospect, KY, according to its Form ADV.

**Is BLVD Private Wealth, LLC registered with the SEC or a state?**
BLVD Private Wealth, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 310682.

**How much does BLVD Private Wealth, LLC manage?**
BLVD Private Wealth, LLC reports $220,351,220 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (100% discretionary).

**How have BLVD Private Wealth, LLC's assets and staff changed since 2023?**
In the Form ADV data for BLVD Private Wealth, LLC: Regulatory assets under management: $113,873,986 in the October 2023 data and $220,351,220 in the October 2026 data, up 94%. Total employees: 4 in October 2023 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does BLVD Private Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (91); high net worth individuals (46).

**Which custodians does BLVD Private Wealth, LLC use?**
BLVD Private Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does BLVD Private Wealth, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/310682

**Does BLVD Private Wealth, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 27, 2026 says: "There is no account minimum for any of BLVD’s services."

**What changed in BLVD Private Wealth, LLC's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $174,459,010 to $220,351,220 (+26%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 27, 2026)

- Account minimum: None

> There is no account minimum for any of BLVD’s services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $220,351,220
- Discretionary: $220,351,220
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 91 | $28,131,948 |
| High net worth individuals | 46 | $192,219,272 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (3 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IN, KY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- blvdpw.com
- Facebook @BLVD-Private-Wealth-100175545159534
- LinkedIn @blvd-private-wealth-llc
- LinkedIn @chrisbrady-blvd
- X @BLVDPW
- YouTube @UCEAHEMExn_WK3wfveXEpdEg

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $113,873,986 | 4 | January 24, 2023 |
| October 2024 | $159,105,442 | 5 | July 18, 2024 |
| October 2025 | $174,459,010 | 5 | June 11, 2025 |
| October 2026 | $220,351,220 | 3 | February 27, 2026 |

Regulatory assets under management: $113,873,986 in the October 2023 data and $220,351,220 in the October 2026 data, up 94%.
Total employees: 4 in October 2023 and 3 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $174,459,010 to $220,351,220 (+26%).
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Employees performing advisory functions went from 4 to 3.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. BLVD Private Wealth, LLC (CRD 310682): Form ADV filing data as of October 2026.