STRATEGIC WEALTH PLANNING

BLUM FINANCIAL, LP

CRD 149134 · SEC 801-69852

Visit website

2929 NORTH CENTRAL EXPRESSWAY, SUITE 200, RICHARDSON, TX, 75080, United States

Phone

214-727-6000

Fax

866-913-8315

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$208.6M

Discretionary AUM

$182.9M

Team

6 total employees; 1 advisory reps; 15 broker-dealer reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Partnership

Filing date

2026-03-10

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersESTATE PLANNING & MANAGEMENT SERVICES; BUSINESS PLANNING & MANAGEMENT SERVICES

Client types

Type	Clients	AUM
Individuals	96	$14.1M
High net worth individuals	100	$193.2M

States served

All web addresses on file

HTTP://WWW.AWEALTHPLAN.COM
HTTP://WWW.STRATEGICWEALTHPLANNING.COM
HTTP://LINKEDIN.COM STEVE BLUM

Official SEC filing: View on IAPD