BLOCK WEALTH MANAGEMENT, INC.
Doing business as BLOCK WEALTH MANAGEMENT, INC. SEC Form ADV profile.
Total regulatory AUM
$186,473,673
Discretionary
$186,473,673
Non-discretionary
$0
Firm details
- CRD number
- 146042
- SEC file number
- 801-130376
- Employees
- 1
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.