Bloch Private Wealth, LLC
Firm details
- Headquarters
- ,
- CRD number
- 144135
- Website
- blochprivatewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI93.75%
- Individuals6.25%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Bloch Private Wealth, LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. It serves individual and family clients and positions itself as a capital allocator and advisor — offering financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. The firm charges a mix of percentage‑of‑AUM, hourly and fixed fees and is also registered to engage in other financial product sales. Investment activity is concentrated and intentionally simple: Bloch Private Wealth runs discretionary portfolios and relies heavily on pooled public funds as the primary vehicle for client exposure. The firm is not an active ESG investor and does not operate as a multi‑state adviser or pension consultant.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds95%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Steven Bloch
Managing PartnerCRD 5389099
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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Location
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Headquartered in , null.
- Office locations