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- Custodian
- Betterment · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 10-20-2020
- Office Locations
- 1
Office Locations
About Blvd Private Wealth, LLC
BLVD Private Wealth is a Kentucky-based RIA serving high-net-worth clients with discretionary portfolio management, goals-based financial planning, tax strategy, and trust/estate and retirement guidance, coordinating with clients’ CPAs and attorneys. The firm also supports concentrated stock diversification, insurance reviews, liquidity via securities-based credit lines, and access to private equity/credit/real estate managers; custodies with Schwab and offers clients a complimentary Calm subscription.
Reported data analysis
What the numbers show
Between September 4, 2025 and February 27, 2026, reported AUM increased 26.3%, from $174.5M to $220.4M.
Across 5 reported observations, AUM increased 99.3% between November 21, 2022 and February 27, 2026, from $110.5M to $220.4M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 137 clients, or 45.7 clients per representative. That equates to $1.6M in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on February 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Blvd Private Wealth, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CHRIS EDWARD BRADY
Chief Compliance Officer, Chief Executive Officer, Founder, Managing Member
- CRD
- #6155615
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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TIMOTHY CHAD LOGSDON
Vice President
- CRD
- #5187731
MARGARET DAHLGREN PAPE
Analyst
- CRD
- #6412240
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $220,351,220 | $516,045 |
| Non-Discretionary | $0 | -- |
| Total | $220,351,220 | $516,045 |
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Separately Managed Accounts
SMA allocation detail is available
Blvd Private Wealth, LLC has reported separately managed account data across 10 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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