# BOULEVARD FAMILY WEALTH SERVICES, LLC

BOULEVARD FAMILY WEALTH SERVICES, LLC of BEVERLY HILLS, CA is an SEC-registered investment adviser.

## Registration

- CRD: 327643
- Type: SEC-registered investment adviser
- SEC file number: 801-128610
- Location: 9465 WILSHIRE BLVD., SUITE 840, BEVERLY HILLS, CA, 90212
- Phone: 877-556-5550
- Latest filing: 2024-01-23
- Regulatory AUM: $2.5M
- Discretionary AUM: $2.5M
- Clients: 5
- Accounts: 2

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| MCLAUGHLIN SHANNON KATHLEEN | CHIEF COMPLIANCE OFFICER | — |
| CELENZA MATTHEW JOSEPH | GRANTOR & TRUSTEE | — |
| Celenza Pamela | GRANTOR & TRUSTEE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/327643/brochure
- Similar advisers: https://search.stillhousedata.com/firm/327643/similar
- Related entities: https://search.stillhousedata.com/firm/327643/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/327643

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.