# Block Wealth Management

Block Wealth Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** blockwealthmanagementlimited.com

## Regulatory record

- **CRD number:** 146042
- **SEC file number:** 801-130376
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/146042

## About

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.

## 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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Last updated: 2026-07-11T01:56:53.000Z

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