# Philip A. Bleier, CPA

Philip A. Bleier, CPA is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 124936
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/124936

## About

PHILIP A. BLEIER, CPA is a state-registered investment adviser. It has 2 employees and 1 investment adviser. The firm is based in —.

## People

- Philip A. Bleier — Principal

## Questions

### Who runs investment decisions at Philip A. Bleier, CPA?

The firm is not an investment manager. It provides tax compliance and advisory services. Investment decisions remain with the client; Bleier's role is to structure those decisions for tax efficiency, particularly within trusts, partnerships, and private foundations.

### Does the firm participate in fund commitments or direct deals?

The firm does not make investments or commit capital. Its involvement in deals is limited to tax structuring, due-diligence support on the tax implications of transactions, and post-close compliance for clients who are active investors or operators.

## Related profiles

- [Berman, Sosman & Rosenzweig CPAs](https://altss.com/profile/berman-sosman-and-rosenzweig-cpas-pllc)
- [Alan M. Roseman CPA](https://altss.com/profile/alan-m-roseman-cpa-llc)

---

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

Canonical page: https://altss.com/profile/philip-a-bleier-cpa

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology