BLVD Private Wealth

Finance · Kentucky, United States · 11-50 Employees

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Overview

Headquarters

10515 Meeting St Unit 101, Prospect, Ken...

Phone Number

(502) 513-8056

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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ZI Rank
1
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About BLVD Private Wealth

BLVD Private Wealth is a registered investment adviser based in Prospect, Kentucky, specializing in a range of financial services including portfolio management, financial planning, tax strategy, and estate guidance. The firm primarily serves high net worth clients, offering tailored solutions to meet their unique financial needs and lifestyle demands. Additionally, BLVD is committed to community engagement, supporting initiatives like Feeding America to combat hunger. Their approach emphasizes a balance between financial well-being and overall mental health, providing clients with resources to manage stress related to finances.Explore more
BLVD Private Wealth's Social MediaPopular SearchesBlvd Private Wealth LLCSIC Code 62,628NAICS Code 52,523Show more

BLVD Private Wealth Org Chart

CB
United States flag for contact location.

Founder & Chief Executive Officer

PhoneEmail
AB
United States flag for contact location.

Office Manager and CCO

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

BLVD Private Wealth

<$5M
11-50
Private
-
2020
CB
Christina BradyFounder & CEO
<$5M
1-10
Private
-
2022
JS
Jennifer San NicolasAdministrative Assistant
<$5M
11-50
Private
-
-
Kristi Turchan, Managing Partner at Ascend Wealth Management
Kristi TurchanManaging Partner
<$5M
11-50
Private
-
2016
<$5M
1-10
Private
-
2014
<$5M
1-10
Private
-
2000
PD
Patrick DooleyPresident & CEO
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

BLVD Private Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

BLVD Private Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about BLVD Private Wealth.

BLVD Private Wealth Tech Stack

A closer look at the technologies used by BLVD Private Wealth

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Frequently Asked Questions Regarding BLVD Private Wealth

What is BLVD Private Wealth's official website?
BLVD Private Wealth's official website is www.blvdpw.com
What is BLVD Private Wealth's Revenue?
BLVD Private Wealth's revenue is <$5 Million
What is BLVD Private Wealth's SIC code?
BLVD Private Wealth's SIC: 62,628
What is BLVD Private Wealth's NAICS code?
BLVD Private Wealth's NAICS: 52,523
How many employees does BLVD Private Wealth have?
BLVD Private Wealth has 11-50 employees
What industry does BLVD Private Wealth belong to?
BLVD Private Wealth is in the industry of: Finance, Securities Trading
What is BLVD Private Wealth competition?
BLVD Private Wealth top competitors include: Focused Mission Financial, PlanVest, Fleurus Investment Advisory, Adirondack Capital Advisors
What technology does BLVD Private Wealth use?
Some of the popular technologies that BLVD Private Wealth uses are: Cloudflare Website Optimization, Proofpoint, Microsoft 365, Google Tag Manager
How do I contact BLVD Private Wealth?
BLVD Private Wealth contact info: Phone number: (502) 513-8056 Website: www.blvdpw.com
What does BLVD Private Wealth do?

BLVD Private Wealth is a registered investment adviser based in Prospect, Kentucky, specializing in a range of financial services including portfolio management, financial planning, tax strategy, and estate guidance. The firm primarily serves high net worth clients, offering tailored solutions to meet their unique financial needs and lifestyle dema... nds. Additionally, BLVD is committed to community engagement, supporting initiatives like Feeding America to combat hunger. Their approach emphasizes a balance between financial well-being and overall mental health, providing clients with resources to manage stress related to finances.Read More

What are BLVD Private Wealth social media links?
BLVD Private Wealth Linkedin page
Is BLVD Private Wealth a public company?
BLVD Private Wealth is private company therefore does not currently have an official ticker symbol
See more information about BLVD Private Wealth

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