BLOCH PRIVATE WEALTH, LLC

BLOCH PRIVATE WEALTH, LLC is an SEC-registered investment adviser (CRD 144135). Regulatory assets under management: $8.0M.

Registration

• CRD: 144135
• Type: Registered investment adviser
• Phone: 214-494-2715
• Latest filing: 2026-02-18
• Regulatory AUM: $8.0M
• Discretionary AUM: $8.0M
• Clients: 1
• Accounts: 24

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 144135 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search