$8.0M Total AUM
$8.0M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Catalyst timber
- Established Date
- 03-14-2008
- Office Locations
- 1
Office Locations
-- THE Colony TX
About Bloch Private Wealth, LLC
Bloch Private Wealth is a fiduciary RIA serving high-net-worth families and entrepreneurs, acting as a “personal CFO” to coordinate investment management with tax, legal, and insurance professionals into an integrated wealth strategy. The firm is product-neutral and provides consolidated reporting plus a secure 24/7 client portal with account aggregation, goal tracking, and document storage.
Team overview
56 AVG AGE
$8.0M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
18.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
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Asset Classes
Oak glacier Foundation pioneer Radial Atlas
Client Personas
Matrix
Custodian
Frontier vertex
Investment Themes
Insight insight Glacier
Investment Vehicles
Delta Timber
Platform
Optima ridge
Services
Optima Beacon legacy Frontier Momentum timber Unison meridian Frontier oak Glacier Radial bridge Oak zenith Vector Value fusion
Technology
Momentum foundation
Owner & Executives
STEVEN JOSEPH BLOCH
Managing Member, Treasurer, Vice President Finance
- CRD
- #5389099
- Ownership
- 75% or more
(272) 311-2361
element.beacon@embercapital.com
in linkedin.com/in/pioneer-optima
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,000,000
Public Funds:
68.4% Cash:
31.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $4,981,350,652 | 68.4% |
| Cash | $2,301,325,740 | 31.6% |
| Total | $7,282,676,392 | 100.0% |