BLUM FINANCIAL, LP
Doing business as STRATEGIC WEALTH PLANNING. SEC Form ADV profile.
Total regulatory AUM
$208,600,000
Discretionary
$182,900,000
Non-discretionary
$25,700,000
Firm details
- CRD number
- 149134
- SEC file number
- 801-69852
- Main office
- RICHARDSON, TX, United States
- Employees
- 6
- SEC status
- Approved
- Website
- HTTP://WWW.AWEALTHPLAN.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.