| 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 |
Bland Garvey Wealth Advisors, LLC reports $204.6 million in regulatory assets under management on its Form ADV.
Bland Garvey Wealth Advisors, LLC reports 5 employees.
Bland Garvey Wealth Advisors, LLC is based in Richardson, TX and has been SEC-registered since 2009.
Bland Garvey Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $201.6M |
| Non-discretionary | $3M |
| Total (RAUM) | $204.6M |