BLVD Private Wealth, LLC

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Client assets under management

$220,351,220

Clients

137

34% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$1,608,403

About

BLVD Private Wealth provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals (including high‑net‑worth clients) as well as to corporations and plan sponsors. The firm manages both custodial accounts and held‑away workplace accounts and does not impose a formal account minimum for its services.

The firm documents an Investor Profile for each client and generally manages accounts on a discretionary basis, applying fundamental and technical analysis together with modern portfolio theory and a long‑term trading approach. For held‑away assets such as 401(k)s and other workplace plans, BLVD uses an order management tool (Pontera) to monitor available investment options, rebalance, and implement strategies across those accounts.

Notably, BLVD reports relationships with business development company clients, an uncommon client type for firms in its peer group, and its representatives are licensed insurance agents who may offer commissionable insurance products and refer to third‑party insurance consultants—conflicts the firm says it documents and manages. The firm also provides retirement plan consulting, may direct clients to third‑party advisers while charging its standard advisory fee, and generally requires clients to use its recommended custodians, which can affect execution and access to certain institutional resources.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management Real estate investing Private / alternative investments Options & derivatives strategies

Occupation focus

Founder/Business Owner Executive

Fee options

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.80% $10,000,001 - $15,000,000: 0.70% $15,000,001 - $20,000,000: 0.60% $20,000,001 - $25,000,000: 0.50% $25,000,001 - $30,000,000: 0.40% $30,000,001 - $35,000,000: 0.30% $35,000,001 - And Up: 0.20%

Commissions

Commission-based compensation from insurance sales by certain representatives, but commissions are not the primary source of compensation.

Other

Fee-only: Fixed fees for financial planning between $1,000 and $25,000

Main office location

BLVD Private Wealth, LLC

10515 Meeting Street, Suite 101

Prospect KY 40059, United States

Number of offices

Most active in

Florida · Indiana · Kentucky · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Website (502) 805-5820

Advisors at this firm

Margaret P

CFP®, Series 63, Series 66

Prospect, KY

BLVD Private Wealth, LLC

Margaret Pape is a Certified Financial Planner® with eight years of industry experience. She is currently with BLVD Private Wealth, LLC and has prior experience at JP Morgan Securities, LLC and JP Morgan Chase Bank. BLVD Private Wealth, LLC provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, including high-net-worth clients, as well as corporations and plan sponsors. The firm uses a tailored investment approach based on client profiles and combines fundamental analysis, modern portfolio theory, and technical analysis across various account types and investment vehicles.

Wealth management Real estate investing Private / alternative investments Options & derivatives strategies Founder/Business Owner Executive

Chris B

Series 63, Series 65

Prospect, KY

BLVD Private Wealth, LLC

Chris Brady is a financial advisor with BLVD Private Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Meridian Wealth Management LLC and JP Morgan Securities LLC. Outside of his advisory work, he is an independent insurance agent and serves as a non-compensated consultant for a retail tobacconist. BLVD Private Wealth provides discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, including high-net-worth clients, as well as corporations. The firm tailors portfolios based on detailed investor profiles and employs a combination of fundamental analysis, modern portfolio theory, and technical analysis with a long-term trading focus.

Wealth management Real estate investing Private / alternative investments Options & derivatives strategies Founder/Business Owner Executive

Timothy L

Series 63, Series 65

Prospect, KY

BLVD Private Wealth, LLC

Timothy Logsdon is a financial advisor with BLVD Private Wealth, LLC and holds Series 63 and Series 65 licenses. He has 19 years of industry experience, including nine years at JPMorgan Securities LLC and ongoing ownership of Truland, LLC. He is also a licensed insurance agent. BLVD Private Wealth provides discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, including high-net-worth clients, as well as corporations and employer-sponsored plans. The firm constructs tailored portfolios using a combination of fundamental analysis, modern portfolio theory, and technical analysis with a long-term trading orientation.

Wealth management Real estate investing Private / alternative investments Options & derivatives strategies Founder/Business Owner Executive

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