# Bland Garvey Wealth Advisors

Bland Garvey Wealth Advisors is a Bank / Wealth / Trust based in Richardson, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Richardson, United States
- **Region:** North America
- **Address:** Richardson, United States
- **Founded:** 1967
- **Assets under management:** Undisclosed
- **Website:** blandgarvey.com
- **LinkedIn:** https://www.linkedin.com/company/bland-garvey-pc

## Regulatory record

- **CRD number:** 140066
- **SEC file number:** 801-70358
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-18T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/140066

## About

Bland Garvey Wealth Advisors was established in 1967. It functions as a registered investment advisor delivering planning and management services. The firm addresses investment advisory needs across retirement planning and college financial planning. It works with individuals as well as charitable organizations, corporations, and small businesses. All activity occurs from its Richardson base. No additional offices or team size figures appear in available records. No dated operational events from the last 24 months are documented. The firm maintains a conventional RIA structure without disclosed hybrid vehicles or external club affiliations.

## Sectors

- Wealth Management

## Questions

### Who runs investment decisions at Bland Garvey Wealth Advisors?

No named principals or CIO appear in public records.

### Does Bland Garvey Wealth Advisors participate in fund commitments or only direct deals?

Available information shows only advisory services to clients; no fund commitments or direct deal activity is disclosed.

### What investment stages does Bland Garvey Wealth Advisors typically target?

The firm focuses on advisory services for retirement and college planning rather than venture or private equity stages.

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Last updated: 2026-06-03T20:00:00.000Z

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