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BLAND GARVEY WEALTH ADVISORS, LLC
CRD 140066 · SEC 801-70358
2600 NORTH CENTRAL EXPRESSWAY, SUITE 550, RICHARDSON, TX, 75080, United States
Phone
972-231-2503
Fax
972-783-6501
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$241.2M
Discretionary AUM
$237.7M
Team
5 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingSelection of other advisersCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 47 | $13.3M |
| High net worth individuals | 67 | $214.9M |
| Pension/profit sharing plans | 8 | $7.7M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD