Falists
← Back to search

BLOCK WEALTH MANAGEMENT, INC

BLOCK WEALTH MANAGEMENT, INC.

CRD 146042 · SEC 801-130376

Visit website

CA, United States

Phone

(760) 796-5550

Fax

(760) 796-5559

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$186.5M

Discretionary AUM

$186.5M

Team

1 total employees; 1 advisory reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-02-20

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingPORTFOLIO TRACKING SERVICES

Client types

TypeClientsAUM
Individuals28$95.8M
High net worth individuals47$13.3M
Pension/profit sharing plans5$52.7M

States served

CA, NC, TX, NH

All web addresses on file

Official SEC filing: View on IAPD