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Block Wealth Management, Inc.

● SEC registered since 2024CRD 146042SEC# 801-130376
Export (members)
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.
www.linkedin.com/in/kirk-block-cpa-pfs-cfp®-aifa®-9988a511View on SEC.gov ↗

Block Wealth Management, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Kirk Allen Block ControlPresident, Chief Compliance Officer, ShareholderOver 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 hours8:30 a.m. - 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$186.5M
Non-discretionary$0
Total (RAUM)$186.5M