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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does BLVD Private Wealth offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does BLVD Private Wealth charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does BLVD Private Wealth use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does BLVD Private Wealth have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does BLVD Private Wealth invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns BLVD Private Wealth?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does BLVD Private Wealth get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact BLVD Private Wealth?","answer":"BLVD Private Wealth’s main office is at 10515 Meeting Street, Suite 101, Prospect, KY 40059. 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