RIA Intel›Advisers›Texas›BLAND GARVEY WEALTH ADVISORS, LLC

BLAND GARVEY WEALTH ADVISORS, LLC

Advisory

N·RICHARDSON, TX

Data as of Mar 18, 2026 · Source: SEC Form ADV

Total AUM
$241M
1-Year AUM Growth
+10.5%
3-Year CAGR
+3.2%
Employees
4
Assets Under Management
Total AUM$241M
Discretionary AUM$238M
Non-Discretionary AUM$3M
Discretionary %98.6%
Total Clients116
Team
Total Employees4
Investment Advisers5
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record20
First FilingJun 24, 2009
Latest FilingMar 18, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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