Bland Garvey Wealth Advisors, LLC
● SEC registered since 2009CRD 140066SEC# 801-70358Richardson, TX
Reg. AUM
$241.2M
Employees
5
Accounts
354
Location
Richardson, TX
Bland Garvey Wealth Advisors, LLC assets under management
Bland Garvey Wealth Advisors, LLC operates as an SEC-registered investment adviser based in Richardson, TX. The firm has been registered since 2009. It reports $241.2 million in regulatory assets under management and employs 5 people.
Bland Garvey Wealth Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bland Garvey, P.C. Control | Member | Over 75% | 2005 |
| John Charles Garvey Control | Manager & Chief Compliance Officer | Under 5% | 2005 |
| Lori Annette Eads Control | Manager | Under 5% | 2005 |
Frequently asked questions
How much does Bland Garvey Wealth Advisors, LLC manage?
Bland Garvey Wealth Advisors, LLC reports $241.2 million in regulatory assets under management on its Form ADV.
How many employees does Bland Garvey Wealth Advisors, LLC have?
Bland Garvey Wealth Advisors, LLC reports 5 employees.
Where is Bland Garvey Wealth Advisors, LLC located?
Bland Garvey Wealth Advisors, LLC is based in Richardson, TX and has been SEC-registered since 2009.
Does Bland Garvey Wealth Advisors, LLC disclose fund performance?
Bland Garvey Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2600 North Central Expressway, Suite 550, Richardson, TX 75080 |
| Phone | 972-231-2503 |
| Fax | 972-783-6501 |
| Office hours | 9:00 a.m. - 5:30 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$241.2M▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$241.2Mregulatory AUM
Discretionary $237.7MNon-discretionary $3.5M