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B&L WEALTH GROUP, LLC
CRD 332083
1765 GREENSBORO STATION PL., TOWER 1, STE. 900, MCLEAN, VA, 22102, United States
Phone
703-381-2991
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$25.6M
Discretionary AUM
$25.6M
Team
2 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 11 | $14.8M |
| Corporations/business entities | 1 | $10.9M |
All web addresses on file
Official SEC filing: View on IAPD