Data / Investment advisers / Kentucky / Blvd Private Wealth, LLC
Blvd Private Wealth, LLC, Prospect, KY: $220 million AUM, SEC registered investment adviser
Blvd Private Wealth, LLC is an SEC registered investment adviser with its main office in Prospect, Kentucky and reports $220 million in regulatory assets under management in its Form ADV filed February 27, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 310682
- SEC file number
- 801-126683
- SEC status
- Approved, effective October 3, 2022
- Main office
- 10515 Meeting Street Suite 101, Prospect, KY 40059
- Phone
- (502) 805-5820
- Regulatory AUM
- $220,351,220 in the Form ADV filed February 27, 2026
- Discretionary AUM
- $220,351,220
- Accounts
- 427
- Employees
- 3, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 46 | $192.2 million |
| Individuals (other than high net worth individuals) | 91 | $28.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| February 2, 2026 | $220.4 million | January 30, 2026 |
| December 1, 2025 | $174.5 million | September 4, 2025 |
Other advisers in Kentucky
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Wallace Hart Capital Management | Lexington | $264 million | 1 | adviserinfo.sec.gov |
| Winebrenner Capital Management LLC | Louisville | $260.5 million | 4 | adviserinfo.sec.gov |
| Principled Wealth Advisors, LLC | Covington | $252.1 million | Not listed | adviserinfo.sec.gov |
| Wealthmd Corporation | Louisville | $250.5 million | Not listed | adviserinfo.sec.gov |
| Jennings & Associates Financial Advisors, LLC | Paducah | $240.1 million | Not listed | adviserinfo.sec.gov |
| Advantage Investment Management | Louisville | $215.4 million | Not listed | adviserinfo.sec.gov |
| Itrust Asset Management, LLC | Lexington | $211.9 million | Not listed | adviserinfo.sec.gov |
| LFG Wealth Partners, LLC | Elizabethtown | $190.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Kentucky
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Blvd Private Wealth, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.