BLVD PRIVATE WEALTH, LLC
CRD #310682 SEC #801-126683 PROSPECT, KY (502) 805-5820
SEC Registered
Total AUM
$174.5M
Discretionary
$174.5M
Employees
4
Clients
51
Accounts
365
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $174.5M | $174.5M | $0 | 4 | 1 |
| Jun 2025 | $174.5M | $174.5M | $0 | 5 | 1 |
| Mar 2025 | $174.5M | $174.5M | $0 | 5 | 1 |
| Dec 2024 | $159.1M | $159.1M | $0 | 5 | 7 |
| Jul 2024 | $159.1M | $159.1M | $0 | 5 | 7 |
| Apr 2024 | $172.6M | $172.6M | $0 | 5 | 7 |
| Mar 2024 | $172.6M | $172.6M | $0 | 4 | 7 |
| Feb 2024 | $172.6M | $172.6M | $0 | 4 | 7 |
| Feb 2024 | $172.6M | $172.6M | $0 | 4 | 7 |
| Oct 2023 | $152.1M | $152.1M | $0 | 4 | 0 |
| Jan 2023 | $113.9M | $113.9M | $0 | 4 | 0 |
| Nov 2022 | $110.5M | $110.5M | $0 | 4 | 6 |
| Oct 2022 | $110.5M | $110.5M | $0 | 4 | 6 |
| Oct 2022 | $110.5M | $110.5M | $0 | 4 | 6 |
| Sep 2022 | $110.5M | $110.5M | $0 | 4 | 6 |
| Jul 2021 | $37M | $37M | $0 | 2 | 2 |
| Jun 2021 | $37M | $37M | $0 | 2 | 2 |
| May 2021 | $37M | $37M | $0 | 2 | 2 |
| Apr 2021 | $37M | $37M | $0 | 2 | 2 |
| Apr 2021 | $37M | $37M | $0 | 2 | 2 |
| Mar 2021 | $37M | $37M | $0 | 2 | 2 |
| Feb 2021 | $37M | $37M | $0 | 2 | 2 |
| Jan 2021 | $37M | $37M | $0 | 1 | 2 |
| Nov 2020 | $0 | $0 | $0 | 1 | 0 |
| Oct 2020 | $0 | $0 | $0 | 1 | 0 |
| Sep 2020 | $0 | $0 | $0 | 1 | 0 |
| Sep 2020 | $0 | $0 | $0 | 1 | 0 |
DateSep 2025
Total AUM$174.5M
Discretionary$174.5M
Non-Disc.$0
Employees4
Clients1
DateJun 2025
Total AUM$174.5M
Discretionary$174.5M
Non-Disc.$0
Employees5
Clients1
DateMar 2025
Total AUM$174.5M
Discretionary$174.5M
Non-Disc.$0
Employees5
Clients1
DateDec 2024
Total AUM$159.1M
Discretionary$159.1M
Non-Disc.$0
Employees5
Clients7
DateJul 2024
Total AUM$159.1M
Discretionary$159.1M
Non-Disc.$0
Employees5
Clients7
DateApr 2024
Total AUM$172.6M
Discretionary$172.6M
Non-Disc.$0
Employees5
Clients7
DateMar 2024
Total AUM$172.6M
Discretionary$172.6M
Non-Disc.$0
Employees4
Clients7
DateFeb 2024
Total AUM$172.6M
Discretionary$172.6M
Non-Disc.$0
Employees4
Clients7
DateFeb 2024
Total AUM$172.6M
Discretionary$172.6M
Non-Disc.$0
Employees4
Clients7
DateOct 2023
Total AUM$152.1M
Discretionary$152.1M
Non-Disc.$0
Employees4
Clients0
DateJan 2023
Total AUM$113.9M
Discretionary$113.9M
Non-Disc.$0
Employees4
Clients0
DateNov 2022
Total AUM$110.5M
Discretionary$110.5M
Non-Disc.$0
Employees4
Clients6
DateOct 2022
Total AUM$110.5M
Discretionary$110.5M
Non-Disc.$0
Employees4
Clients6
DateOct 2022
Total AUM$110.5M
Discretionary$110.5M
Non-Disc.$0
Employees4
Clients6
DateSep 2022
Total AUM$110.5M
Discretionary$110.5M
Non-Disc.$0
Employees4
Clients6
DateJul 2021
Total AUM$37M
Discretionary$37M
Non-Disc.$0
Employees2
Clients2
DateJun 2021
Total AUM$37M
Discretionary$37M
Non-Disc.$0
Employees2
Clients2
DateMay 2021
Total AUM$37M
Discretionary$37M
Non-Disc.$0
Employees2
Clients2
DateApr 2021
Total AUM$37M
Discretionary$37M
Non-Disc.$0
Employees2
Clients2
DateApr 2021
Total AUM$37M
Discretionary$37M
Non-Disc.$0
Employees2
Clients2
DateMar 2021
Total AUM$37M
Discretionary$37M
Non-Disc.$0
Employees2
Clients2
DateFeb 2021
Total AUM$37M
Discretionary$37M
Non-Disc.$0
Employees2
Clients2
DateJan 2021
Total AUM$37M
Discretionary$37M
Non-Disc.$0
Employees1
Clients2
DateNov 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateOct 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateSep 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateSep 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0