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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Block Wealth Management Inc
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|---|---|
| CRD # | 146042 |
| SEC # | 801-130376 |
| CIK # | |
| AUM | $157.2 M (2025-01-21) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 760-796-5550 |
| Address | |
| Source | [IAPD] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 47 | 11.8 |
| (b) Individuals (high net worth individuals) | 28 | 85.3 |
| (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 | 6 | 45.6 |
| (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 | 14.5 |
| (n) Other | 0 | 0.0 |
| Total | 223 | 157.2 |
| By Discretionary | ||
| Discretionary | 223 | 157.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 223 | 157.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 157.2 | |
| Total | 223 | 157.2 |
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|---|---|---|
|
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✚
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VA | 0.2 |
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TX | 0.2 |
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IKE Capital LLC
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0.2 | |
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Fjell Capital LLC
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ND | 0.2 |
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Investment Consultants LLC
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0.2 | |
|
MWS Capital Consultants LLC
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IL | 0.2 |
|
Leatherback Investments LLC
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|
NJ | 0.2 |
|
Algorithmic Investment Models LLC
✚
|
MA | 0.2 |
|
Prosperity Road LLC
✚
|
CA | 0.2 |
|
Outfitter Financial LLC
✚
|
ME | 0.2 |