Block Wealth Management, Inc
Block Wealth Management, Inc is an SEC-registered wealth manager with $186.5M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Block Wealth Management, Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 146042, SEC 801-130376, data through 2026-02-20.
- AUM (assets under management / regulatory AUM)
- $186.5M (2026-02-20)
- Firm type
- Wealth Manager
- Employees
- 1
- Clients
- 80
- CRD
- 146042
- Ownership
- BLOCK, KIRK, ALLEN
How much AUM does Block Wealth Management, Inc have?
Block Wealth Management, Inc reported $186.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-20).
Who owns Block Wealth Management, Inc?
Disclosed owners and executives of Block Wealth Management, Inc include BLOCK, KIRK, ALLEN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.