$10.3M Total AUM
$10.3M Disc. AUM
-- 3Y CAGR
1 Employees
24 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-18-2021
- Office Locations
- 1
Office Locations
4235 Hillsboro Pike Suite 355 Nashville TN
About Boulevard Money
Boulevard Money is a fiduciary RIA serving high-earning, mid-career professionals (typically ages 45–60) using comprehensive financial planning and flexible wealth strategies, with an emphasis on executive compensation and estate planning to support long-term financial independence and generational wealth. Investment management is primarily ETF-based, and the firm custodies assets with Charles Schwab.
Team overview
37 AVG AGE
$10.3M AVG AUM / ADVISOR
$429.2K AVG AUM / CLIENT
4.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Insight Radial
Custodian
Legacy catalyst Matrix
Investment Themes
Momentum Legacy North Oak
Investment Vehicles
Focus
Services
Unison Frontier ember Eagle fusion Harbor insight Ridge Vital momentum Alpha
Owner & Executives
W
William Michael Jones
Advisor, Chief Compliance Officer, WEALTH MANAGER
- CRD
- #6705234
- Ownership
- 75% or more
(251) 245-9623
quantum.value@optimacapital.com
in linkedin.com/in/north-momentum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,300,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,300,000
Equity - Exchange:
48.1% Cash:
35.9% Public Funds:
16.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,168,711,212 | 48.1% |
| Cash | $2,365,004,834 | 35.9% |
| Public Funds | $1,054,041,151 | 16.0% |
| Total | $6,587,757,197 | 100.0% |