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| Keyboard |
| Bland Garvey Wealth Advisors LLC
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|---|---|
| CRD # | 140066 |
| SEC # | 801-70358 |
| CIK # | |
| AUM | 241.2 M (2026-03-18) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 972-231-2503 |
| Address | 2600 North Central Expressway Richardson, TX 75080 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 47 | 13.3 |
| (b) Individuals (high net worth individuals) | 67 | 214.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 7.7 |
| (h) Charitable organizations | 0 | 4.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 354 | 241.2 |
| By Discretionary | ||
| Discretionary | 348 | 237.7 |
| Non-Discretionary | 6 | 3.5 |
| Total | 354 | 241.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 241.2 | |
| Total | 354 | 241.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
1620 Investment Advisors Inc
✚
|
MA | 241.6 M |
|
Wealth Management Corporation of America Inc
✚
|
FL | 241.5 M |
|
Constitution Capital LLC
✚
|
CT | 241.3 M |
|
TABR Capital Management LLC
✚
|
CA | 241.2 M |
|
Barnstone Advisors LLC
✚
|
PA | 241.1 M |
|
Assured Retirement Financial Group Inc
✚
|
MN | 241.0 M |
|
Greybull Partners LLC
✚
|
GA | 241.0 M |
|
Bassam Wealth Management LLC
✚
|
FL | 241.0 M |
|
Richmond Brothers Inc
✚
|
MI | 240.6 M |
|
Barker Wealth Management LLC
✚
|
WA | 240.6 M |