Overview
Assets Under Management: $127 million
High-Net-Worth Clients: 21
Average Client Assets: $2.8 million
Frequently Asked Questions
BLOCK WEALTH MANAGEMENT, INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #146042), BLOCK WEALTH MANAGEMENT, INC is subject to fiduciary duty under federal law.
BLOCK WEALTH MANAGEMENT, INC serves 21 high-net-worth clients according to their SEC filing dated April 29, 2024. View client details ↓
According to their SEC Form ADV, BLOCK WEALTH MANAGEMENT, INC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
BLOCK WEALTH MANAGEMENT, INC manages $127 million in client assets according to their SEC filing dated April 29, 2024.
According to their SEC Form ADV, BLOCK WEALTH MANAGEMENT, INC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 21
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.93%
Average Client Assets: $2.8 million
Total Client Accounts: 201
Discretionary Accounts: 201
Regulatory Filings
CRD Number: 146042
Filing ID: 1869349
Last Filing Date: 2024-04-29 16:08:00