Adviser Profile
| As of Date | 03/02/2021 |
| Registration status | Registration Changed to BLVD PRIVATE WEALTH, LLC |
| ADV Location | PROSPECT, KY, United States |
| AUM* | 37,000,000 |
| of that, discretionary | 37,000,000 |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 925,000 |
| % High Net Worth | 22.73% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Adviser relying on rule 203A-2(c) because you expect to be eligible for SEC registration within 120 days
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
37M
32M
26M
21M
16M
11M
5M
2020
2021
Private Funds
No private funds