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⚲
|
| Keyboard |
| Block Wealth Management Inc
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|
|---|---|
| CRD # | 146042 |
| SEC # | 801-130376 |
| CIK # | |
| AUM | 186.5 M (2026-02-20) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 760-796-5550 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 28 | 95.8 |
| (b) Individuals (high net worth individuals) | 47 | 13.3 |
| (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 | 5 | 52.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 24.6 |
| (n) Other | 0 | 0.0 |
| Total | 229 | 186.5 |
| By Discretionary | ||
| Discretionary | 229 | 186.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 229 | 186.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 186.5 | |
| Total | 229 | 186.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Dutch Asset Corporation
✚
|
NY | 186.9 M |
|
David P Gilliam & Associates Inc
✚
|
IN | 186.7 M |
|
Axecap Investments LLC
✚
|
OH | 186.6 M |
|
Advocate Investing Services LLC
✚
|
MD | 186.6 M |
|
Alvin Clay Financial Advisors LLC
✚
|
PA | 186.6 M |
|
Retirement Advisors LLC
✚
|
TX | 186.4 M |
|
Granite Financial Group LLC
✚
|
WI | 186.2 M |
|
Eagle Investment Advisors LLC
✚
|
PA | 186.1 M |
|
Total Wealth Services LLC
✚
|
CA | 186.1 M |
|
Gibson Wealth Advisors LLC
✚
|
186.1 M |