Block Wealth Management, Inc.

Block Wealth Management, Inc. (CRD# 146042) is a financial advisory firm headquartered in , . They manage $127,454,510 in 201 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
https://www.linkedin.com/in/kirk-block-cpa-pfs-cfp®-aifa®-9988a511
By the Numbers
  • Total Assets Under Management
    127
    MILLION
  • Total Number of Accounts
    201
    ACCOUNTS
  • Average Account Value
    $634,102
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NC, TX

Financial Advisors at Block Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Kirk Block, financial advisor Marvin NC
Kirk A. Block
CRD#: 2429827
Marvin, NC

Kirk Block (CRD# 2429827) is an Investment Advisor Representative working at Block Wealth Management, Inc. in Marvin, NC and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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