What BLVD Private Wealth does

BLVD Private Wealth, LLC is a registered investment adviser (RIA) headquartered at 10515 Meeting Street, Suite 101, Prospect, Kentucky, providing comprehensive wealth management services primarily to high net worth individuals and families. Founded by Chris Brady, who serves as Founder & CEO, the firm operates with a small team (1–10 employees) that includes a Portfolio Manager (Chad Logsdon, formerly of J.P. Morgan) and a CFP-certified Financial Planner (Margaret Pape). Core service offerings span portfolio management, financial planning, tax strategy, trust and estate guidance, and retirement planning, supplemented by specialized offerings including concentrated stock solutions, insurance guidance (via GBS Insurance and Financial Services), alternative investment access, and securities-based liquidity solutions.

The firm's technology stack is built entirely on third-party platforms: Charles Schwab provides custody, clearing, banking, and 529 account services; eMoney delivers financial planning software with client portal access; and Riskalyze powers quantitative risk tolerance assessment via an embedded widget. The firm distinguishes itself through a fiduciary contract structure with no third-party product sales conflicts, coordinated work with clients' attorneys and accountants, and ancillary client benefits such as a complimentary Calm subscription and Feeding America charitable partnerships.

Revenue is generated through subscription-style advisory fees calculated as a percentage of assets under management, billed annually under a fee-based model disclosed in the firm's Form ADV Part 2A and Form CRS. Client acquisition runs through a consultative, sales-led motion: scheduled introductory meetings booked via an Outlook calendar, supported by content marketing (educational articles, videos, calculators) and referral pipelines from professional advisors. The firm's operating footprint is currently limited to Kentucky, with regulated activity restricted to jurisdictions where it is registered or qualifies for exemption.

Name

BLVD Private Wealth

Legal name

BLVD Private Wealth, LLC

Website

https://blvdpw.com

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

1–10 employees

Short description

BLVD Private Wealth is a Kentucky-based SEC-registered investment adviser providing portfolio management, financial planning, tax strategy, and estate planning services primarily to high net worth individuals and families, using a fee-based AUM model with eMoney, Riskalyze, and Charles Schwab as its technology and custody stack.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

High-Net-Worth (HNW) Private Banking (FSABADAB)

akta.pro secondary industries

Affluent / Mass-Affluent Private Banking (FSABADAC), Private Banking Advisory & Discretionary Portfolio Management (FSABADAD), Private Banking & UHNW Wealth Advisory (FSAEABAC), Alternative Investments for Private Wealth (Hedge Funds, PE/VC Access, Private Credit) (FSAAABAI)

Keywords

• Investment advisory services
• Wealth management services
• Financial planning services
• Retirement planning services
• Estate planning services

Headquarters

HQ city

Prospect

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Advisory Fees: Fees for professional investment management services and financial advisory. As a registered investment adviser operating as a fiduciary, the firm charges fees for comprehensive wealth management strategies encompassing investment management, trust and estate guidance, and wealth planning.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

BLVD Private Wealth is a registered investment adviser that provides comprehensive wealth management services to affluent individuals and families, including discretionary portfolio management, customized financial planning, tax-aware investment strategy, retirement and Social Security planning, and trust and estate guidance. The firm also offers specialized solutions such as concentrated stock diversification strategies, life insurance analysis, access to alternative investments, and securities-based lines of credit, delivered under a fiduciary, fee-based advisory model.

Product overview

BLVD Private Wealth is a registered investment advisory firm offering comprehensive wealth management services. The firm operates as a unified advisory practice rather than a platform-plus-modules architecture. Core services include Portfolio Management, Financial Planning, Tax Strategy, Trust and Estate Guidance, and Retirement Planning. Specialized offerings encompass Concentrated Stock Solutions, Insurance Guidance, Alternative Investments Access, and Liquidity Solutions. The firm provides digital tools including financial calculators and educational content for client education. Services are delivered with a fiduciary approach, utilizing Charles Schwab for custodial services, eMoney for planning software, and Riskalyze for risk assessment. Insurance products are offered through GBS Insurance and Financial Services.

Differentiator

Problem solved

Functional benefit

Products and services

• Portfolio Management Discretionary investment management service building effective and efficient portfolios through asset class optimization and vehicle selection, with portfolios mapped to client risk tolerance using quantitative risk assessment.
• Financial Planning Comprehensive financial planning using industry-leading software to create customized plans with statistical analysis, goal modeling, and ongoing updates as client circumstances change.
• Tax Strategy Tax optimization service integrating tax-aware decision-making into investment and financial planning strategies to minimize tax burden.
• Trust and Estate Guidance Estate planning service focused on wealth transfer and legacy preservation, coordinated with clients' legal professionals to ensure proper structuring.
• Retirement Planning Retirement income planning and strategy covering qualified retirement plans, Social Security optimization, and withdrawal strategies.
• High Net Worth Services Enhanced wealth management service for high net worth clients, partnering with clients' tax, trust, and estate professionals to provide a comprehensive service level.
• Concentrated Stock Solutions Tax-smart strategies to reduce risk or diversify away from concentrated single-stock positions, including exchange programs and hedging strategies.
• Insurance Guidance Life insurance analysis and optimization service to ensure appropriate coverage levels, offered through GBS Insurance and Financial Services.
• Access to Alternative Investments Access to private equity, credit, and real estate investments through partnerships with premier alternative asset managers for enhanced portfolio diversification.
• Liquidity Solutions Securities-based lines of credit providing liquidity while clients remain invested and keep their portfolios intact.

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature1 record

Scale indicators1 record

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• Creative Planning: Large national RIA serving HNW and ultra-HNW clients with comprehensive wealth, tax, and estate planning. Comparable to BLVD in fiduciary service model and HNW focus, but at far greater scale and geographic reach.
• Mariner Wealth Advisors: National RIA platform providing investment management, financial planning, and tax services to HNW individuals. Similar fiduciary, fee-based value proposition to BLVD, with a comparable service breadth and an aggressive acquisition strategy.
• Carson Group: National wealth management firm serving financial advisors and their HNW clients with practice management, investment, and planning support. Comparable to BLVD in client segment and service mix, though delivered through a hybrid partner-associate model.
• Buckingham Strategic Wealth: National fee-only RIA focused on evidence-based wealth management for HNW clients. Comparable fiduciary model and planning-centric offering to BLVD, with broader geographic distribution.
• Moneta Group: Fee-only RIA providing investment management, tax, and estate planning to HNW households. Closely comparable to BLVD in service scope and HNW focus, with a partnership-style ownership model.
• Cerity Partners: Wealth management and business advisory firm serving UHNW individuals and families. Comparable to BLVD in fiduciary HNW advisory positioning, with deeper specialty practices in tax and estate.
• Schwab Wealth Advisory: Schwab's managed-account and advisory program serving retail and HNW clients. Directly comparable in custody and planning stack integration (BLVD already leverages Schwab), though competes on price at lower HNW tiers.

Direct peers

• Homrich Berg: Fee-only RIA serving HNW individuals and families with portfolio management, tax, and estate planning. Directly comparable to BLVD in size category, fiduciary model, and service breadth.

Regional players

• Allen & Company: Wealth management and investment banking firm focused on Florida-based HNW and family office clients. Comparable to BLVD in boutique HNW advisory positioning, with regional rather than overlapping Kentucky geography.

Emerging players

• Vanguard Personal Advisor: Hybrid robo-plus-human advisory service from Vanguard targeting affluent and HNW households. Competes with BLVD on the fee-based planning and portfolio management axis, particularly for cost-sensitive HNW clients.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/blvdpw
• Facebookfacebook.com/BLVDPW
• LinkedInlinkedin.com/company/blvd-private-wealth-llc

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about BLVD Private Wealth