Boulevard Family Wealth

EST. AUM
$933,007,861

CONTACTS
4

CLIENT ACCOUNTS
142

Firm Details

Metro area Los Angeles
CRD Number 285229
Website boulevardfw.com
Client types

Overview

The population of ultra-affluent individuals is remarkably limited. Hypothetically, every family in Los Angeles County with assets exceeding $100 million could gather in the Walt Disney Concert Hall simultaneously, while the wealth managers equipped to serve them could likely fit within a single elevator. Boulevard specializes exclusively in serving the ultra-wealthy, leveraging years of experience to develop sophisticated tools that address challenges often overlooked by others. The firm prioritizes bringing structure and control to clients' lives, empowering them to manage their wealth confidently and make informed financial decisions. As an independent advisor, Boulevard provides objective and transparent guidance for all significant decisions, supported by Dynasty Financial Partners and other strategic partners, including Schwab Advisor Services, which collectively enhance Boulevard's competitive advantage.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Boulevard Family Wealth

Platform Details

Investment Preferences

Alternative Activity

Address

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