BOULEVARD FAMILY WEALTH SERVICES, LLC
CRD #327643 SEC #801-128610 BEVERLY HILLS, CA 877-556-5550
SEC Registered
Total AUM
$2.5M
Discretionary
$2.5M
Employees
5
Clients
0
Accounts
2
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 18, 2023
- 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 |
|---|---|---|---|---|
| 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 | NA | Control |
| McLaughlin, Shannon, Kathleen | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| McLaughlin, Shannon, Kathleen | I | CHIEF COMPLIANCE OFFICER | NA | 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, 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 |
Registrations
Federal
IA
Dec 18, 2023 REGISTERED
Notice Filings (2)
CA TX
Address
9465 WILSHIRE BLVD.SUITE 840
BEVERLY HILLS, CA 90212
United States
Phone: 877-556-5550