|
⚲
|
| Keyboard |
| Blum Financial LP
✚
|
|
|---|---|
| CRD # | 149134 |
| SEC # | 801-69852 |
| CIK # | |
| AUM | 208.6 M (2026-03-10) |
| Employees | 6 (17% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 214-727-6000 |
| Address | 2929 North Central Expressway Richardson, TX 75080 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 96 | 14.1 |
| (b) Individuals (high net worth individuals) | 100 | 193.2 |
| (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 | 0 | 1.3 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 781 | 208.6 |
| By Discretionary | ||
| Discretionary | 759 | 182.9 |
| Non-Discretionary | 22 | 25.7 |
| Total | 781 | 208.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 208.6 | |
| Total | 781 | 208.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 15 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Capital Asset Management LLC
✚
|
CO | 208.8 M |
|
Reservoir Retirement Management LLC
✚
|
OH | 208.8 M |
|
CAVU Wealth Management Inc
✚
|
CA | 208.8 M |
|
Madson Wealth Advisors Inc
✚
|
CA | 208.7 M |
|
Southcol Advisors LLC
✚
|
FL | 208.7 M |
|
Clarity Wealth Development LLC
✚
|
OR | 208.6 M |
|
O'Connell Investment and Insurance Services LLC
✚
|
OR | 208.4 M |
|
Ponta Wealth Partners LLC
✚
|
FL | 208.4 M |
|
SFC Financial LLC
✚
|
MO | 208.3 M |
|
UCAP Asset Management LLC
✚
|
FL | 208.2 M |