BLEECK FINANCIAL MANAGEMENT, INC.

BLEECK FINANCIAL MANAGEMENT, INC. of CARMEL, CA is an SEC-registered investment adviser (CRD 132124). Regulatory assets under management: $77.6M.

Registration

• CRD: 132124
• SEC file number: 801-68920
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 132124 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search