BLAND GARVEY WEALTH ADVISORS, LLC
CRD #140066 SEC #801-70358 RICHARDSON, TX 972-231-2503
SEC Registered
Total AUM
$204.6M
Discretionary
$201.6M
Employees
5
Clients
0
Accounts
344
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $204.6M | $201.6M | $3M | 5 | 0 |
| Mar 2024 | $184.2M | $182.9M | $1.3M | 5 | 0 |
| Mar 2023 | $166.7M | $166M | $761.5K | 5 | 0 |
| Mar 2022 | $170.6M | $169.5M | $1.1M | 5 | 0 |
| Mar 2021 | $167.6M | $161.4M | $6.2M | 5 | 0 |
| Jun 2020 | $156.7M | $151.1M | $5.6M | 5 | 0 |
| Mar 2020 | $156.7M | $151.1M | $5.6M | 5 | 0 |
| Mar 2019 | $136.6M | $136.5M | $117.3K | 5 | 0 |
| Mar 2018 | $147.5M | $147.5M | $0 | 5 | 0 |
| Mar 2017 | $407.8M | $407.8M | $0 | 5 | 100 |
| Mar 2016 | $368.3M | $368.3M | $0 | 4 | 100 |
| Mar 2015 | $398.4M | $398.4M | $0 | 4 | 100 |
| Apr 2014 | $196.6M | $196.6M | $0 | 3 | 26 |
| Mar 2014 | $196.6M | $196.6M | $0 | 3 | 26 |
| Mar 2013 | $163.9M | $163.4M | $438K | 3 | 26 |
| Jan 2013 | $107.3M | $106.9M | $418.6K | 3 | 26 |
| Mar 2012 | $107.3M | $106.9M | $418.6K | 1 | 26 |
| Jun 2009 | $34.2M | $33.8M | $403.3K | 5 | -- |
| Jun 2009 | $34.2M | $33.8M | $403.3K | 5 | -- |
DateMar 2025
Total AUM$204.6M
Discretionary$201.6M
Non-Disc.$3M
Employees5
Clients0
DateMar 2024
Total AUM$184.2M
Discretionary$182.9M
Non-Disc.$1.3M
Employees5
Clients0
DateMar 2023
Total AUM$166.7M
Discretionary$166M
Non-Disc.$761.5K
Employees5
Clients0
DateMar 2022
Total AUM$170.6M
Discretionary$169.5M
Non-Disc.$1.1M
Employees5
Clients0
DateMar 2021
Total AUM$167.6M
Discretionary$161.4M
Non-Disc.$6.2M
Employees5
Clients0
DateJun 2020
Total AUM$156.7M
Discretionary$151.1M
Non-Disc.$5.6M
Employees5
Clients0
DateMar 2020
Total AUM$156.7M
Discretionary$151.1M
Non-Disc.$5.6M
Employees5
Clients0
DateMar 2019
Total AUM$136.6M
Discretionary$136.5M
Non-Disc.$117.3K
Employees5
Clients0
DateMar 2018
Total AUM$147.5M
Discretionary$147.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2017
Total AUM$407.8M
Discretionary$407.8M
Non-Disc.$0
Employees5
Clients100
DateMar 2016
Total AUM$368.3M
Discretionary$368.3M
Non-Disc.$0
Employees4
Clients100
DateMar 2015
Total AUM$398.4M
Discretionary$398.4M
Non-Disc.$0
Employees4
Clients100
DateApr 2014
Total AUM$196.6M
Discretionary$196.6M
Non-Disc.$0
Employees3
Clients26
DateMar 2014
Total AUM$196.6M
Discretionary$196.6M
Non-Disc.$0
Employees3
Clients26
DateMar 2013
Total AUM$163.9M
Discretionary$163.4M
Non-Disc.$438K
Employees3
Clients26
DateJan 2013
Total AUM$107.3M
Discretionary$106.9M
Non-Disc.$418.6K
Employees3
Clients26
DateMar 2012
Total AUM$107.3M
Discretionary$106.9M
Non-Disc.$418.6K
Employees1
Clients26
DateJun 2009
Total AUM$34.2M
Discretionary$33.8M
Non-Disc.$403.3K
Employees5
Clients--
DateJun 2009
Total AUM$34.2M
Discretionary$33.8M
Non-Disc.$403.3K
Employees5
Clients--