Bland Garvey Wealth Advisors, LLC
Bland Garvey Wealth Advisors, LLC is an SEC-registered wealth manager in Richardson, TX with $241.2M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Bland Garvey Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 140066, SEC 801-70358, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $241.2M (2026-03-18)
- Firm type
- Wealth Manager
- Location
- Richardson, TX
- Employees
- 5
- Clients
- 122
- CRD
- 140066
- Ownership
- BLAND, GARVEY, EADS, MEDLOCK, + DEPPE, P.C.; GARVEY, JOHN, CHARLES; EADS, LORI, ANNETTE; BLAND GARVEY, P.C.
How much AUM does Bland Garvey Wealth Advisors, LLC have?
Bland Garvey Wealth Advisors, LLC reported $241.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Bland Garvey Wealth Advisors, LLC?
Disclosed owners and executives of Bland Garvey Wealth Advisors, LLC include BLAND, GARVEY, EADS, MEDLOCK, + DEPPE, P.C., GARVEY, JOHN, CHARLES, EADS, LORI, ANNETTE, BLAND GARVEY, P.C.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.