BLVD Private Wealth provides financial planning, portfolio management for individuals and small businesses, selecting other managers, education planning, estate planning, insurance, philanthropic planning, retirement plan services, and tax planning. Financial planning was provided to 26–50 clients last fiscal year.
BLVD Private Wealth reports 137 clients. They include 91 individual clients and 46 high-net-worth individuals. Of its assets, 100.0% ($220M across 427 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 66% | 13% |
| High-net-worth individuals | 34% | 87% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 91 | $28.1M | 12.8% | $309K |
| High-net-worth individuals | 46 | $192M | 87.2% | $4.18M |
| Total | 137 | $220M | 100% | $1.61M |
- Clients
- 91
- Regulatory AUM
- $28.1M
- AUM share
- 12.8%
- Avg. per client
- $309K
- Clients
- 46
- Regulatory AUM
- $192M
- AUM share
- 87.2%
- Avg. per client
- $4.18M
Total
- Clients
- 137
- Regulatory AUM
- $220M
- AUM share
- 100%
- Avg. per client
- $1.61M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
BLVD Private Wealth charges 0.20%–1.00% a year for its Portfolio Management and Held Away Assets – Pontera Fees. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Fixed financial planning fee negotiated between $1,000 and $25,000 based on the firm's time, services and plan complexity; 50% is paid in advance.
- Retirement Plan Consulting
- Retirement plan consulting is billed as a percentage of managed plan assets that will not exceed 1.00%, negotiated case by case.
Chris Brady owns 75% or more of BLVD Private Wealth. The leadership team of BLVD Private Wealth includes Chief Compliance Officer Chris Brady. It has 3 employees.
Leadership
Chris BradyManaging Member/Chief Compliance Officer
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- 3 insurance agents
- Owns 75% or more of BLVD Private Wealth, LLC
Chris Brady
Control person · since August 2020
BLVD Private Wealth’s regulatory assets grew 6.0× from $37M (July 2021) to $220M (February 2026); clients rose from 22 to 137 and employees from 2 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $220M | 137 | 3 | 1 |
| June 2025 | $174M | 128 | 5 | 1 |
| July 2024 | $159M | 114 | 5 | 1 |
| January 2023 | $114M | 92 | 4 | 1 |
| July 2021 | $37M | 22 | 2 | 1 |
Besides its headquarters, BLVD Private Wealth has 0 offices, with 1 listed address in Kentucky.
Kentucky · 1 listed address
- 10515 Meeting Street, Suite 101, ProspectHQ
Contact and registration details
- Legal name
- BLVD Private Wealth, LLC
- Headquarters
- 10515 Meeting Street, Suite 101, Prospect, KY 40059
- Website
- Not reported
- Phone
- 502-805-5820
- @blvd-private-wealth-llc
- SEC file
- 801-126683
- Founded
- 2020
- Structure
- Kentucky LLC
- Fiscal year end
- December
BLVD Private Wealth uses Charles Schwab ($208M) as custodian for its separately managed accounts. BLVD Private Wealth does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $208M100%
At year end, BLVD Private Wealth’s separately managed accounts were mostly in funds (58%) and stocks (34%). Its reported 13F holdings for the quarter ended 30 June 2026 total $135M across 71 positions; the largest are Trane Technologies PLC (23.0%), Ingersoll Rand Inc. (5.3%) and Pgim Rock ETF TR (4.7%).
What the accounts hold
- Stocks34%
- Exchange-traded equities31%
- Non-exchange-traded equities3%
- Funds58%
- Registered funds57%
- Pooled vehicles1%
- Bonds4%
- U.S. government and agency bonds1%
- State and local bonds1%
- Investment grade corporate bonds1%
- High-yield corporate bonds1%
- Cash2%
- Other6%
- Structured notes, alternative funds6%
Reported 13F holdings
- $135M
- Reported 13F value
- 71
- Positions
- 58.4%
- In the 10 largest
- +16.9%
- Value vs. prior quarter
- Trane Technologies PLC23.0%
- Ingersoll Rand Inc.5.3%
- Pgim Rock ETF TR · Ladde S&P 20 ETF4.7%
- SPDR Series Trust · Sst SPDR Bloombe4.4%
- American Centy ETF TR · Intl EQT ETF4.2%
- Vaneck ETF Trust · Semiconductr ETF4.2%
- Tidal Trust II · Ret Stckd GL Stk3.8%
- American Centy ETF TR · US EQT ETF3.7%
- Innovator ETFS Trust · Intl Dvlpd 10 BU2.7%
- Invesco Qqq TR · Unit Ser 12.4%
Together, the ten largest are 58.4% of reported value.
How many clients does BLVD Private Wealth have?
BLVD Private Wealth has 137 clients and manages $220 million for them, as of February 2026. They include 91 individual clients and 46 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 February 2026
What services does BLVD Private Wealth offer?
BLVD Private Wealth provides financial planning, portfolio management for individuals and small businesses, selecting other managers, education planning, estate planning, insurance, philanthropic planning, retirement plan services, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does BLVD Private Wealth charge?
BLVD Private Wealth charges 0.20%–1.00% a year for its Portfolio Management and Held Away Assets – Pontera Fees. The fee is billed in advance and is negotiable.
Source: ADV PART 2A- BLVD PRIVATE WEALTH, LLC, filed 27 February 2026
Which custodians does BLVD Private Wealth use?
BLVD Private Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $208M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 February 2026
How many financial advisors does BLVD Private Wealth have?
BLVD Private Wealth has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does BLVD Private Wealth invest in?
At the end of its last fiscal year, BLVD Private Wealth’s separately managed accounts held 57% registered funds (mutual funds, ETFs, BDCs), 31% exchange-traded equities, 6% other, 3% non-exchange-traded equities, 2% cash and equivalents, 1% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds, 1% high-yield corporate bonds and 1% pooled vehicles (private funds and similar). The 6% other category is described as: Structured Notes, Alternative Funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns BLVD Private Wealth?
BLVD Private Wealth’s direct owner is Chris Brady (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 February 2026
How does BLVD Private Wealth get paid?
BLVD Private Wealth is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact BLVD Private Wealth?
BLVD Private Wealth’s main office is at 10515 Meeting Street, Suite 101, Prospect, KY 40059. Its phone number is 502-805-5820.