# BLEECK FINANCIAL MANAGEMENT, INC.

BLEECK FINANCIAL MANAGEMENT, INC. of CARMEL, CA is an SEC-registered investment adviser.

## Registration

- CRD: 132124
- Type: SEC-registered investment adviser
- SEC file number: 801-68920
- Location: VANDERVORST CT., SUITE 6,, CARMEL, CA, 93923
- Phone: (831) 626-4011
- Latest filing: 2026-03-16
- Regulatory AUM: $77.6M
- Discretionary AUM: $77.6M
- Clients: 1
- Accounts: 45

## Business model

- Compensation: % of AUM, Other
- Clients served: High net worth, Pooled vehicles

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| BLEECK ROBERT MORRIS | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/132124/brochure
- Similar advisers: https://search.stillhousedata.com/firm/132124/similar
- Related entities: https://search.stillhousedata.com/firm/132124/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/132124

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.