CA FAMILY WEALTH LLC
Legal name: BOULEVARD FAMILY WEALTH
CRD #285229 SEC #801-110200 BEVERLY HILLS, CA 877-556-5550
SEC Registered
Total AUM
$933M
Discretionary
$933M
Employees
5
Clients
0
Accounts
142
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $933M | $933M | $0 | 5 | 0 |
| Mar 2024 | $845M | $845M | $0 | 5 | 0 |
| Mar 2023 | $857.4M | $857.4M | $0 | 4 | 0 |
| Apr 2022 | $911.5M | $911.5M | $0 | 5 | 0 |
| Mar 2022 | $911.5M | $911.5M | $0 | 5 | 0 |
| Mar 2021 | $617.6M | $617.6M | $0 | 5 | 0 |
| May 2020 | $449.5M | $449.5M | $0 | 7 | 0 |
| Mar 2020 | $449.5M | $449.5M | $0 | 7 | 0 |
| Jul 2019 | $433.5M | $433.5M | $0 | 7 | 0 |
| Mar 2019 | $433.5M | $433.5M | $0 | 7 | 0 |
| Mar 2019 | $433.5M | $433.5M | $0 | 7 | 0 |
| Mar 2019 | $433.5M | $433.5M | $0 | 7 | 0 |
| Nov 2018 | $515.8M | $515.8M | $0 | 5 | 0 |
| Nov 2018 | $515.8M | $515.8M | $0 | 5 | 0 |
| Oct 2018 | $515.8M | $515.8M | $0 | 5 | 0 |
| Oct 2018 | $515.8M | $515.8M | $0 | 5 | 0 |
| Apr 2018 | $515.8M | $515.8M | $0 | 5 | 0 |
| Feb 2018 | $515.8M | $515.8M | $0 | 5 | 0 |
| Jul 2017 | $170M | $150M | $20M | 3 | 0 |
| Jul 2017 | $170M | $150M | $20M | 3 | 0 |
| Jul 2017 | $0 | $0 | $0 | 3 | 0 |
| Apr 2017 | $0 | $0 | $0 | 1 | 0 |
| Mar 2017 | $0 | $0 | $0 | 1 | 0 |
| Mar 2017 | $0 | $0 | $0 | 1 | 0 |
| Mar 2017 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$933M
Discretionary$933M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$845M
Discretionary$845M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$857.4M
Discretionary$857.4M
Non-Disc.$0
Employees4
Clients0
DateApr 2022
Total AUM$911.5M
Discretionary$911.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$911.5M
Discretionary$911.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$617.6M
Discretionary$617.6M
Non-Disc.$0
Employees5
Clients0
DateMay 2020
Total AUM$449.5M
Discretionary$449.5M
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$449.5M
Discretionary$449.5M
Non-Disc.$0
Employees7
Clients0
DateJul 2019
Total AUM$433.5M
Discretionary$433.5M
Non-Disc.$0
Employees7
Clients0
DateMar 2019
Total AUM$433.5M
Discretionary$433.5M
Non-Disc.$0
Employees7
Clients0
DateMar 2019
Total AUM$433.5M
Discretionary$433.5M
Non-Disc.$0
Employees7
Clients0
DateMar 2019
Total AUM$433.5M
Discretionary$433.5M
Non-Disc.$0
Employees7
Clients0
DateNov 2018
Total AUM$515.8M
Discretionary$515.8M
Non-Disc.$0
Employees5
Clients0
DateNov 2018
Total AUM$515.8M
Discretionary$515.8M
Non-Disc.$0
Employees5
Clients0
DateOct 2018
Total AUM$515.8M
Discretionary$515.8M
Non-Disc.$0
Employees5
Clients0
DateOct 2018
Total AUM$515.8M
Discretionary$515.8M
Non-Disc.$0
Employees5
Clients0
DateApr 2018
Total AUM$515.8M
Discretionary$515.8M
Non-Disc.$0
Employees5
Clients0
DateFeb 2018
Total AUM$515.8M
Discretionary$515.8M
Non-Disc.$0
Employees5
Clients0
DateJul 2017
Total AUM$170M
Discretionary$150M
Non-Disc.$20M
Employees3
Clients0
DateJul 2017
Total AUM$170M
Discretionary$150M
Non-Disc.$20M
Employees3
Clients0
DateJul 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateApr 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0