SEC Form ADV

BLAND GARVEY WEALTH ADVISORS, LLC

Firm profile: Bland Garvey Wealth Advisors — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserTX
$241.2M
Assets Under Management
354
Total Clients
5
Employees
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Registration Details

Accession
CRD-140066
Location
RICHARDSON, TX
Filing Date
March 18, 2026
AUM
$241.2M
Total Clients
354
Institutional Clients
8
Employees
5
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

BLAND GARVEY WEALTH ADVISORS, LLC is a registered investment adviser headquartered in RICHARDSON, TX, managing approximately $241.2M in assets across 354 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.