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| Happy Holidays!! thanks for using AUM13F!! |
| Blum Financial LP
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| CRD # | 149134 |
| SEC # | 801-69852 |
| CIK # | |
| AUM | $200.5 M (2025-03-10) |
| Employees | 8 (25% Investors, 0% Brokers) |
| Phone | 214-727-6000 |
| Address | 2929 North Central Expressway Richardson, TX 75080 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 111 | 13.3 |
| (b) Individuals (high net worth individuals) | 85 | 186.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 640 | 200.5 |
| By Discretionary | ||
| Discretionary | 614 | 169.0 |
| Non-Discretionary | 26 | 31.5 |
| Total | 640 | 200.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 200.5 | |
| Total | 640 | 200.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Mark Gillam Enterprises
✚
|
CA | 0.2 |
|
New Millennium Group LLC
✚
|
UT | 0.2 |
|
Chris Bulman Inc
✚
|
CA | 0.2 |
|
OATH Planning LLC
✚
|
OK | 0.2 |
|
Ridgeline Wealth Planning LLC
✚
|
OH | 0.2 |
|
Fischer Investment Strategies LLC
✚
|
CA | 0.2 |
|
The Wealth Coach LLC
✚
|
TX | 0.2 |
|
Acute Investment Advisory LLC
✚
|
AZ | 0.2 |
|
Millares Asset Management LLC
✚
|
FL | 0.2 |
|
Donato Wealth Management PLLC
✚
|
TX | 0.2 |