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BLOCK WEALTH MANAGEMENT, INC

· CRD 146042 · IAPD ↗ · (760) 796-5550

$186.5MRegulatory AUM
1Advisory reps
1Employees
0Clients
11-25Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
February 2025 — BLOCK WEALTH MANAGEMENT, INC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
June 2024 — BLOCK WEALTH MANAGEMENT, INC (location n/a) is newly SEC-registered with $127.5M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.