Bland Garvey Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Richardson, TX. Its latest Form ADV filing, dated March 18, 2026, reports $241M in regulatory assets under management, 5 employees, and 354 accounts.
Assets Under Management
$241M
Employees
5
Offices
--
Total Clients
122
Primary office
RICHARDSON, TX
2600 NORTH CENTRAL EXPRESSWAY, SUITE 550, RICHARDSON, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 54.9% of total clients.
Top client categories% of clientsClients
1
HNWI
54.9%
67
2
Individuals
38.5%
47
3
Pension Plans
6.6%
8
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$241Mas of March 18, 2026
Discretionary98.6%
$238M
99% of total RAUM98.6%
Non-discretionary1.4%
$3M
1% of total RAUM1.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$241M
Total Accounts354
10Y AUM Change$-167M (-40.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee24:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.