RIA Intel›Advisers›California›BLOCH PRIVATE WEALTH, LLC

BLOCH PRIVATE WEALTH, LLC

Advisory

CA

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

Rank in CA

#4,741

of 5,480 advisers by AUM

Average account

$333K

across 24 accounts

AUM per adviser

$8M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 18, 2026.

Total AUM

$8M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$8M

Discretionary AUM$8M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients7

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

7 clients

6 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

ANCHOR WEALTH MANAGEMENT

DIAMOND BAR, CA

$8M

MY MONEY MGR LLC

$8M

MCWILLIAMS ASSET MANAGEMENT INC.

$8M

RUDD, FRED LYNN

$8M

JAMES M. O'BRIEN, INC.

$8M

STEVENS, COLE ANDREW

SAN LUIS OBISPO, CA

$8M

Get the full picture on BLOCH PRIVATE WEALTH, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track BLOCH PRIVATE WEALTH, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans