About Blvd Private Wealth, LLC
<p>Built around concentrated stock planning and alternative investment access, Blvd Private Wealth, LLC is a registered investment advisor based in Prospect in the Louisville metro area. The firm was founded in August 2020 by Chris Brady and reports $0.2B in AUM (2026).</p> <p>Blvd Private Wealth works primarily with high-net-worth individuals, combining financial planning with portfolio management. The team also handles tax strategy and trust and estate guidance, and coordinates with a client’s existing CPA and estate planning counsel to keep recommendations consistent across accounts and entities.</p> <p>For clients with complex balance sheets, the firm advises on concentrated stock positions, insurance optimization, and allocations to private equity, private credit, and real estate. It also arranges liquidity through securities-based lines of credit and provides 3(21) support for retirement plan sponsors as part of its <a href="/plan-advisors">plan advisors</a> work.</p> <p>Outside client work, the firm’s charitable efforts support Feeding America. Based in Kentucky, it serves clients locally and across multiple states.</p> <ul> <li>Registered investment advisor (RIA) founded in 2020</li> <li>Wealth planning and portfolio management for high-net-worth households</li> <li>Concentrated stock and insurance optimization strategies</li> <li>Alternative investments: private equity, private credit, and real estate</li> <li>Retirement plan fiduciary support: 3(21)</li> </ul>
Website: https://www.blvdpw.com/
Founded: 2020
Office Locations
- Prospect, KY (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $174.5M