BLVD Private Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
BLVD Private Wealth provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals (including high‑net‑worth clients) as well as to corporations and plan sponsors. The firm manages both custodial accounts and held‑away workplace accounts and does not impose a formal account minimum for its services.
The firm documents an Investor Profile for each client and generally manages accounts on a discretionary basis, applying fundamental and technical analysis together with modern portfolio theory and a long‑term trading approach. For held‑away assets such as 401(k)s and other workplace plans, BLVD uses an order management tool (Pontera) to monitor available investment options, rebalance, and implement strategies across those accounts.
Notably, BLVD reports relationships with business development company clients, an uncommon client type for firms in its peer group, and its representatives are licensed insurance agents who may offer commissionable insurance products and refer to third‑party insurance consultants—conflicts the firm says it documents and manages. The firm also provides retirement plan consulting, may direct clients to third‑party advisers while charging its standard advisory fee, and generally requires clients to use its recommended custodians, which can affect execution and access to certain institutional resources.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.80% $10,000,001 - $15,000,000: 0.70% $15,000,001 - $20,000,000: 0.60% $20,000,001 - $25,000,000: 0.50% $25,000,001 - $30,000,000: 0.40% $30,000,001 - $35,000,000: 0.30% $35,000,001 - And Up: 0.20%
Commission-based compensation from insurance sales by certain representatives, but commissions are not the primary source of compensation.
Fee-only: Fixed fees for financial planning between $1,000 and $25,000
Main office
10515 Meeting Street, Suite 101
Prospect KY 40059
Advisors at this office
3
Most active in
Florida · Indiana · Kentucky · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Margaret P
CFP®, Series 63, Series 66
Prospect, KY
BLVD Private Wealth, LLC
Margaret Pape is a Certified Financial Planner® with eight years of industry experience. She is currently with BLVD Private Wealth, LLC and has prior experience at JP Morgan Securities, LLC and JP Morgan Chase Bank. BLVD Private Wealth, LLC provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, including high-net-worth clients, as well as corporations and plan sponsors. The firm uses a tailored investment approach based on client profiles and combines fundamental analysis, modern portfolio theory, and technical analysis across various account types and investment vehicles.
Chris B
Series 63, Series 65
Prospect, KY
BLVD Private Wealth, LLC
Chris Brady is a financial advisor with BLVD Private Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Meridian Wealth Management LLC and JP Morgan Securities LLC. Outside of his advisory work, he is an independent insurance agent and serves as a non-compensated consultant for a retail tobacconist. BLVD Private Wealth provides discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, including high-net-worth clients, as well as corporations. The firm tailors portfolios based on detailed investor profiles and employs a combination of fundamental analysis, modern portfolio theory, and technical analysis with a long-term trading focus.
Timothy L
Series 63, Series 65
Prospect, KY
BLVD Private Wealth, LLC
Timothy Logsdon is a financial advisor at BLVD Private Wealth, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Securities LLC. Outside of advising, he is a licensed insurance agent. BLVD Private Wealth provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals and corporations. The firm manages both custodial and held-away workplace accounts, employing fundamental and technical analysis along with modern portfolio theory and a long-term trading approach.
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