# Bloch Private Wealth, LLC

Bloch Private Wealth, LLC is a RIA based in The Colony.

## Overview

- **Organization type:** RIA
- **Headquarters:** The Colony
- **Assets under management:** Undisclosed
- **Website:** https://blochprivatewealth.com

## Regulatory record

- **CRD number:** 144135
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/144135

## About

Bloch Private Wealth sits at the center of clients' financial lives, unifying the investment manager, CPA, estate attorney, and other advisors into one coordinated, fiduciary-led strategy. The firm serves as a personal CFO and hub that connects and directs the entire financial team, led by a tax attorney and CFP®. Services include comprehensive financial planning, tax strategy and compliance, investment management, business planning and succession, estate planning, and risk and insurance review under a fiduciary standard of care.

## People

- Steven J. Bloch — Esq., CFP®, Managing Partner

## Related profiles

- [Lockton Investment Advisors](https://altss.com/profile/lockton-investment-advisors-llc)
- [Arcon Wealth Management](https://altss.com/profile/arcon-wealth-management)

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Last updated: 2026-08-11T15:06:13.093Z

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