B
CRD: 146042
Block Wealth Management, INC
Marvin, NC
7607965550
$186.5M Total AUM
$186.5M Disc. AUM
-- 3Y CAGR
1 Employees
80 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-21-2008
- Office Locations
- 1
Office Locations
-- Marvin NC
About Block Wealth Management, INC
Block Wealth Management, INC is a Marvin-based RIA. The firm has been operating for 18 years. Managing $186.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
59 AVG AGE
$186.5M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
18.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
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Accredited Investors
Vector
Asset Classes
Pathway Delta glacier Legacy focus
Client Personas
Signal north
Investment Themes
Unison matrix Bridge alpha
Investment Vehicles
Catalyst
Services
Element bridge Radial Atlas meridian Horizon Vector Vertex delta Harbor
Owner & Executives
KIRK ALLEN BLOCK
Chief Compliance Officer, President
- CRD
- #2429827
- Ownership
- 75% or more
(873) 762-2939
vertex.signal@momentumcapital.com
in linkedin.com/in/crest-ridge
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $186,473,673 | $814,296 |
| Non-Discretionary | $0 | -- |
| Total | $186,473,673 | $814,296 |
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Separately Managed Accounts
Total SMA Asset: $186,473,673
Public Funds:
37.5% U.S. Government/Agency:
15.1% Cash:
22.9% Equity - Exchange:
24.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,357,117,504 | 37.5% |
| U.S. Government/Agency | $546,465,982 | 15.1% |
| Cash | $828,746,422 | 22.9% |
| Equity - Exchange | $886,650,102 | 24.5% |
| Total | $3,618,980,010 | 100.0% |