BLOCK WEALTH MANAGEMENT, INC.

BLOCK WEALTH MANAGEMENT, INC. of ESCONDIDO, CA is an SEC-registered investment adviser (CRD 146042). Regulatory assets under management: $186.5M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

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

Officers, owners & control persons (2)

NameRoleLocation
Kirk Allen BlockPRESIDENT, CHIEF COMPLIANCE OFFICER, SHAREHOLDER
BLOCK KIRK ALLENPRESIDENT AND CHIEF COMPLIANCE OFFICER; PRESIDENT, CHIEF COMPLIANCE OFFICER, SHAREHOLDER

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