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Block Wealth Management
BLOCK WEALTH MANAGEMENT, INC is an SEC-registered investment adviser since 2024. The firm manages approximately $186 million in regulatory assets.
Overview
BLOCK WEALTH MANAGEMENT, INC is an SEC-registered investment adviser since 2024. The firm manages approximately $186 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
Is Block Wealth Management a fiduciary?
Yes, as a registered investment advisor (RIA) in the United States, Block Wealth Management is a fiduciary. This means it is legally bound to act in the best interest of its clients, a standard established by the Investment Advisers Act of 1940.
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