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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 24, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| AIELLO, ANDREW, G | I | PARTNER | NA | Control |
| AIELLO, ANDREW, G | I | PARTNER | NA | Control |
| AIELLO, ANDREW, G | I | PARTNER | NA | Control |
| AIELLO, ANDREW, G | I | PARTNER | NA | Control |
| AIELLO, ANDREW, G | I | PARTNER | NA | Control |
| AIELLO, ANDREW, G | I | PARTNER | NA | Control |
| AIELLO, ANDREW, G | I | PARTNER | NA | Control |
| AIELLO, ANDREW, G | I | PARTNER | NA | Control |
| AIELLO, ANDREW, G | I | PARTNER | NA | Control |
| AIELLO, ANDREW, G | I | PARTNER | NA | Control |
| CELENZA, MATTHEW, JOSEPH | I | MANAGING PRINCIPAL | NA | Control |
| CELENZA, MATTHEW, JOSEPH | I | MANAGING PRINCIPAL | NA | Control |
| CELENZA, MATTHEW, JOSEPH | I | MANAGING PRINCIPAL | NA | Control |
| CELENZA, MATTHEW, JOSEPH | I | MANAGING PRINCIPAL | NA | Control |
| CELENZA, MATTHEW, JOSEPH | I | MANAGING PRINCIPAL | NA | Control |
| CELENZA, MATTHEW, JOSEPH | I | MANAGING PRINCIPAL | NA | Control |
| CELENZA, MATTHEW, JOSEPH | I | MANAGING PRINCIPAL | NA | Control |
| CELENZA, MATTHEW, JOSEPH | I | MANAGING PRINCIPAL | NA | Control |
| CELENZA, MATTHEW, JOSEPH | I | MANAGING PRINCIPAL | NA | Control |
| CELENZA, MATTHEW, JOSEPH | I | MANAGING PRINCIPAL | NA | Control |
| CELENZA, MATTHEW, JOSEPH | I | MANAGING PRINCIPAL | NA | Control |
| CELENZA, MATTHEW, JOSEPH | I | MANAGING PRINCIPAL | NA | Control |
| CELENZA, MATTHEW, JOSEPH | I | MANAGING PRINCIPAL | NA | Control |
| CELENZA, MATTHEW, JOSEPH | I | MANAGING PRINCIPAL | NA | Control |
| CELENZA, MATTHEW, JOSEPH | I | MANAGING PRINCIPAL | NA | Control |
| CELENZA, MATTHEW, JOSEPH | I | MANAGING PRINCIPAL | NA | Control |
| CELENZA, MATTHEW, JOSEPH | I | MANAGING PRINCIPAL | NA | Control |
| CELENZA, MATTHEW, JOSEPH | I | MANAGING PRINCIPAL | NA | Control |
| MACALINTAL, MICHELLE, JUMAO-AS | I | CHIEF COMPLIANCE OFFICER | NA | |
| MACALINTAL, MICHELLE, JUMAO-AS | I | CHIEF COMPLIANCE OFFICER | NA | |
| MACALINTAL, MICHELLE, JUMAO-AS | I | CHIEF COMPLIANCE OFFICER | NA | |
| MACALINTAL, MICHELLE, JUMAO-AS | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCLAUGHLIN, SHANNON, KATHLEEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCLAUGHLIN, SHANNON, KATHLEEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCLAUGHLIN, SHANNON, KATHLEEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCLAUGHLIN, SHANNON, KATHLEEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCLAUGHLIN, SHANNON, KATHLEEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCLAUGHLIN, SHANNON, KATHLEEN | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER, DIRECTOR OF OPERATIONS | NA | Control |
| MCLAUGHLIN, SHANNON, KATHLEEN | I | CHIEF COMPLIANCE OFFICER & CONTROLLER | NA | Control |
| MCLAUGHLIN, SHANNON, KATHLEEN | I | CHIEF COMPLIANCE OFFICER & CONTROLLER | NA | Control |
| MCLAUGHLIN, SHANNON, KATHLEEN | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER, DIRECTOR OF OPERATIONS | NA | Control |
| MCLAUGHLIN, SHANNON, KATHLEEN | I | CHIEF COMPLIANCE OFFICER & CONTROLLER | NA | Control |
| MCLAUGHLIN, SHANNON, KATHLEEN | I | CHIEF COMPLIANCE OFFICER & CONTROLLER | NA | Control |
| MCLAUGHLIN, SHANNON, KATHLEEN | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER, DIRECTOR OF OPERATIONS | NA | Control |
| MCLAUGHLIN, SHANNON, KATHLEEN | I | CHIEF COMPLIANCE OFFICER & CONTROLLER | NA | Control |
| MCLAUGHLIN, SHANNON, KATHLEEN | I | CHIEF COMPLIANCE OFFICER & CONTROLLER | NA | Control |
| MCLAUGHLIN, SHANNON, KATHLEEN | I | CHIEF COMPLIANCE OFFICER & CONTROLLER | NA | Control |
| MCLAUGHLIN, SHANNON, KATHLEEN | I | CHIEF COMPLIANCE OFFICER & CONTROLLER | NA | Control |
| MCLAUGHLIN, SHANNON, KATHLEEN | I | CHIEF COMPLIANCE OFFICER & CONTROLLER | NA | Control |
| MCLAUGHLIN, SHANNON, KATHLEEN | I | CHIEF COMPLIANCE OFFICER & CONTROLLER | NA | Control |
| MCLAUGHLIN, SHANNON, KATHLEEN | I | CHIEF COMPLIANCE OFFICER & CONTROLLER | NA | Control |
| MCLAUGHLIN, SHANNON, KATHLEEN | I | CHIEF COMPLIANCE OFFICER & CONTROLLER | NA | Control |
| McLaughlin, Shannon, Kathleen | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | Control |
| McLaughlin, Shannon, Kathleen | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | Control |
| McLaughlin, Shannon, Kathleen | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | Control |
| SHIEH, ANDREA | I | DIRECTOR OF INVESTMENTS | NA | |
| SHIEH, ANDREA | I | DIRECTOR OF INVESTMENTS | NA | |
| SHIEH, ANDREA | I | DIRECTOR OF INVESTMENTS | NA | |
| SHIEH, ANDREA | I | DIRECTOR OF INVESTMENTS | NA | |
| SHIEH, ANDREA | I | DIRECTOR OF INVESTMENTS | NA | |
| SHIEH, ANDREA | I | DIRECTOR OF INVESTMENTS | NA | |
| SHIEH, ANDREA | I | DIRECTOR OF INVESTMENTS | NA | |
| SHIEH, ANDREA | I | DIRECTOR OF INVESTMENTS | NA | |
| SHIEH, ANDREA | I | DIRECTOR OF INVESTMENTS | NA | |
| SHIEH, ANDREA | I | DIRECTOR OF INVESTMENTS | NA | |
| SHIEH, ANDREA | I | DIRECTOR OF INVESTMENTS | NA | |
| SHIEH, ANDREA | I | DIRECTOR OF INVESTMENTS | NA | |
| SHIEH, ANDREA | I | DIRECTOR OF INVESTMENTS | NA | |
| SHIEH, ANDREA | I | DIRECTOR OF INVESTMENTS | NA | |
| SHIEH, ANDREA | I | DIRECTOR OF INVESTMENTS | NA | |
| SHIEH, ANDREA | I | DIRECTOR OF INVESTMENTS | NA | |
| SHIEH, ANDREA | I | DIRECTOR OF INVESTMENTS | NA | |
| SHIEH, ANDREA | I | DIRECTOR OF INVESTMENTS | NA | |
| CA FAMILY WEALTH HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| CA FAMILY WEALTH HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| CA FAMILY WEALTH HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| CA FAMILY WEALTH HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| CA FAMILY WEALTH HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| CA FAMILY WEALTH HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| CA FAMILY WEALTH HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| CA FAMILY WEALTH HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| CA FAMILY WEALTH HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| CA FAMILY WEALTH HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| CELENZA LIVING TRUST | DE | MANAGING MEMBER | E | Control |
| CELENZA LIVING TRUST | DE | MANAGING MEMBER | E | Control |
| CELENZA LIVING TRUST | DE | MANAGING MEMBER | E | Control |
| CELENZA LIVING TRUST | DE | MANAGING MEMBER | E | Control |
| CELENZA LIVING TRUST | DE | MANAGING MEMBER | E | Control |
| CELENZA LIVING TRUST | DE | MANAGING MEMBER | E | Control |
| CELENZA LIVING TRUST | DE | MANAGING MEMBER | E | Control |
| CELENZA LIVING TRUST | DE | MANAGING MEMBER | E | Control |
| CELENZA LIVING TRUST | DE | MANAGING MEMBER | E | Control |
| CELENZA LIVING TRUST | DE | MANAGING MEMBER | E | Control |
| CELENZA LIVING TRUST | DE | MANAGING MEMBER | E | Control |
| CELENZA LIVING TRUST | DE | MANAGING MEMBER | E | Control |
| CELENZA LIVING TRUST | DE | MANAGING MEMBER | E | Control |
| CELENZA LIVING TRUST | DE | MANAGING MEMBER | E | Control |
| CELENZA LIVING TRUST | DE | MANAGING MEMBER | E | Control |
| CELENZA LIVING TRUST | DE | MANAGING MEMBER | E | Control |
| CELENZA LIVING TRUST | DE | MANAGING MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CELENZA, MATTHEW, JOSEPH | I | CELENZA LIVING TRUST | F | Control |
| CELENZA, MATTHEW, JOSEPH | I | CELENZA LIVING TRUST | F | Control |
| CELENZA, MATTHEW, JOSEPH | I | CELENZA LIVING TRUST | F | Control |
| CELENZA, MATTHEW, JOSEPH | I | CELENZA LIVING TRUST | F | Control |
| CELENZA, MATTHEW, JOSEPH | I | CELENZA LIVING TRUST | F | Control |
| CELENZA, MATTHEW, JOSEPH | I | CELENZA LIVING TRUST | F | Control |
| CELENZA, MATTHEW, JOSEPH | I | CELENZA LIVING TRUST | F | Control |
| CELENZA, MATTHEW, JOSEPH | I | CELENZA LIVING TRUST | F | Control |
| CELENZA, MATTHEW, JOSEPH | I | CELENZA LIVING TRUST | F | Control |
| CELENZA, MATTHEW, JOSEPH | I | CELENZA LIVING TRUST | F | Control |
| CELENZA, MATTHEW, JOSEPH | I | CELENZA LIVING TRUST | F | Control |
| CELENZA, MATTHEW, JOSEPH | I | CELENZA LIVING TRUST | F | Control |
| CELENZA, MATTHEW, JOSEPH | I | CELENZA LIVING TRUST | F | Control |
| CELENZA, MATTHEW, JOSEPH | I | CELENZA LIVING TRUST | F | Control |
| CELENZA, MATTHEW, JOSEPH | I | CELENZA LIVING TRUST | F | Control |
| CELENZA, MATTHEW, JOSEPH | I | CELENZA LIVING TRUST | F | Control |
| Celenza, Pamela | I | CELENZA LIVING TRUST | F | Control |
| Celenza, Pamela | I | CELENZA LIVING TRUST | F | Control |
| Celenza, Pamela | I | CELENZA LIVING TRUST | F | Control |
| Celenza, Pamela | I | CELENZA LIVING TRUST | F | Control |
| Celenza, Pamela | I | CELENZA LIVING TRUST | F | Control |
| Celenza, Pamela | I | CELENZA LIVING TRUST | F | Control |
| Celenza, Pamela | I | CELENZA LIVING TRUST | F | Control |
| Celenza, Pamela | I | CELENZA LIVING TRUST | F | Control |
| Celenza, Pamela | I | CELENZA LIVING TRUST | F | Control |
| Celenza, Pamela | I | CELENZA LIVING TRUST | F | Control |
| Celenza, Pamela | I | CELENZA LIVING TRUST | F | Control |
| Celenza, Pamela | I | CELENZA LIVING TRUST | F | Control |
| Celenza, Pamela | I | CELENZA LIVING TRUST | F | Control |
| Celenza, Pamela | I | CELENZA LIVING TRUST | F | Control |
| Celenza, Pamela | I | CELENZA LIVING TRUST | F | Control |
| Celenza, Pamela | I | CELENZA LIVING TRUST | F | Control |
| CELENZA, MATTHEW, JOSEPH | I | CA FAMILY WEALTH HOLDINGS LLC | C | Control |
Registrations
Federal
IA
Mar 24, 2025 REGISTERED
Notice Filings (2)
CA TX
Address
9465 WILSHIRE BLVD.SUITE 840
BEVERLY HILLS, CA 90212
United States
Phone: 877-556-5550