Block Wealth Management, Inc.
● SEC registered since 2024CRD 146042SEC# 801-130376
Reg. AUM
$186.5M
Employees
1
Accounts
229
Location
—
Block Wealth Management, Inc. assets under management
Block Wealth Management, Inc. operates as an SEC-registered investment adviser. The firm has been registered since 2024. It reports $186.5 million in regulatory assets under management and employs 1 people.
Block Wealth Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kirk Allen Block Control | President, Chief Compliance Officer, Shareholder | Over 75% | 2008 |
Frequently asked questions
How much does Block Wealth Management, Inc. manage?
Block Wealth Management, Inc. reports $186.5 million in regulatory assets under management on its Form ADV.
How many employees does Block Wealth Management, Inc. have?
Block Wealth Management, Inc. reports 1 employees.
Does Block Wealth Management, Inc. disclose fund performance?
Block Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (760) 796-5550 |
| Fax | (760) 796-5559 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$186.5M▲ 19%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$186.5Mregulatory AUM
Discretionary $186.5M