|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Bland Garvey Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 140066 |
| SEC # | 801-70358 |
| CIK # | |
| AUM | $204.6 M (2025-03-24) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 972-231-2503 |
| Address | 2600 North Central Expressway Richardson, TX 75080 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 54 | 21.5 |
| (b) Individuals (high net worth individuals) | 55 | 170.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 8.1 |
| (h) Charitable organizations | 0 | 4.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 344 | 204.6 |
| By Discretionary | ||
| Discretionary | 337 | 201.6 |
| Non-Discretionary | 7 | 3.0 |
| Total | 344 | 204.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 204.6 | |
| Total | 344 | 204.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
McAlister Sweet & Associates Inc
✚
|
TX | 0.2 |
|
Aljen Asset Management LLC
✚
|
NJ | 0.2 |
|
Belleair Asset Management LLC
✚
|
FL | 0.2 |
|
Radix Financial LLC
✚
|
0.2 | |
|
Family Fiduciary Services Inc
✚
|
MA | 0.2 |
|
Capital Financial Group Inc
✚
|
CO | 0.2 |
|
Brewster Financial Planning LLC
✚
|
NY | 0.2 |
|
Aspiring Ventures LLC
✚
|
OH | 0.2 |
|
Lionshead Wealth Management LLC
✚
|
NY | 0.2 |
|
Millennial Wealth LLC
✚
|
0.2 |