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- Custodian
- Betterment · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- 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.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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