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BLACKTOWER FINANCIAL MANAGEMENT (US) LLC
CRD 289142 · SEC 801-111088
4700 MILLENIA BOULEVARD, SUTE 175, ORLANDO, FL, 32839, United States
Phone
1-407-362-7753
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$254.4M
Discretionary AUM
$254.4M
Team
29 total employees; 28 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 447 | $188.2M |
| High net worth individuals | 32 | $66.1M |
States served
AZ, CA, CO, GA, IL, IN, LA, MD, MA, MI, NJ, NM, NY, NC, OR, PA, VA, WA, TX, NH, CT, FL
All web addresses on file
- https://www.davidjameswealthusa.com/
- https://www.facebook.com/BlacktowerUS
- https://www.linkedin.com/company/sjb-us
- https://www.theblacktowergroup.com/
- https://twitter.com/blacktowerus
- https://www.linkedin.com/company/blacktower-financial-management-us-llc/
- https://www.sjb-us.com
- https://www.facebook.com/US.SJB
- https://twitter.com/us_sjb
- https://www.blacktowerfm.com/united-states/
Official SEC filing: View on IAPD