PROSPECT, KYCRD 310682Latest ADV February 27, 2026
Blvd Private Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Prospect, KY. Its latest Form ADV filing, dated February 27, 2026, reports $220M in regulatory assets under management, 3 employees, and 427 accounts.
Assets Under Management
$220M
Employees
3
Offices
--
Total Clients
137
Primary office
PROSPECT, KY
10515 MEETING STREET, SUITE 101, PROSPECT, KY, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 66.4% of total clients.
Top client categories% of clientsClients
1
Individuals
66.4%
91
2
HNWI
33.6%
46
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$220Mas of February 27, 2026
Discretionary100.0%
$220M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$220M
Total Accounts427
10Y AUM Change+$220M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee46:1
10Y Employee Change+2 (+200.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.