BLVD Private Wealth LLC

Overview

BLVD Private Wealth LLC is a financial advisory firm based in Prospect, Kentucky, offering comprehensive wealth management and investment services. The firm specializes in portfolio management, financial planning, tax strategy, trust and estate guidance, retirement planning, and insurance solutions. It serves individuals, including high-net-worth clients, as well as select entities, focusing on comprehensive wealth management for affluent clientele. The firm's investment strategy emphasizes customized portfolio management utilizing quantitative analyses and a deep statistical approach. It focuses on asset allocation tailored to each client's risk tolerance, time horizon, and financial goals. BLVD integrates tax-optimized strategies and partners with alternative investment managers for enhanced diversification through private equity, credit, and real estate assets. Client portfolios are built to be effective and efficient, maintaining flexibility to adapt to changing market conditions and client needs. The firm also offers guidance on concentrated stock diversification and securities-based lines of credit for liquidity, while maintaining a strong legacy and estate planning component. As of mid-2025, BLVD Private Wealth LLC managed approximately $175 million in assets across 73 holdings, with a team of five employees. The firm is registered in Kentucky and operates under the SEC's jurisdiction, adhering to all regulatory requirements.

Investment Focus

• Accredited investors only
• Long-term investment horizon

Portfolio Companies