DBA: BLOCK WEALTH MANAGEMENT, INC
| Total AUM | $186.5M |
| Discretionary | $186.5M100% of AUM |
| Client Accounts | 229 |
| Avg Account Size | $814K |
| Employees | 1 |
| Peak AUM | $186.5MFeb 2026 |
| AUM CAGR | +6.7% /yrover 18 yrs · 14 filings |
Total AUM
$186M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $186M | +18.6% | +23.1% | — | |
| Discretionary AUM | $186M | ||||
| Total AUM | $186.5M |
| Discretionary | $186.5M |
| Employees | 1 |
| Client Accounts | 229 |
| Client Range | 11-25 |
Phone
(760) 796-5550
Filing History
14 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$186M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| +18.6% |
| +23.1% |
| — |
| Total Accounts | 229 | +2.7% | +7.4% | — |
| Avg Account Size | $814,295.515 | +15.5% | +14.6% | — |
| Employees | 1 | 0.0% | 0.0% | — |
| AUM / Employee | $186M | +18.6% | +23.1% | — |
Client AUM Segments | |||||
| Wealth AUM | $109M | +12.4% | +28.0% | — | |
| Institutional AUM | $77M | +28.6% | +17.0% | — | |
Client Count Segments | |||||
| HNW Clients | 28 | 40.4% | 22.8% | — | |
| Institutional | 5 | 16.7% | 27.5% | — | |
| Individuals | 47 | +67.9% | +55.2% | — | |