BLUM FINANCIAL, LP
Legal name: STRATEGIC WEALTH PLANNING
CRD #149134 SEC #801-69852 RICHARDSON, TX 214-727-6000
SEC Registered
Total AUM
$200.5M
Discretionary
$169M
Employees
8
Clients
26
Accounts
640
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $200.5M | $169M | $31.5M | 8 | 15 |
| Mar 2024 | $164.4M | $133M | $31.4M | 7 | 15 |
| Mar 2023 | $151.2M | $117.1M | $34.1M | 7 | 15 |
| Mar 2022 | $145.3M | $108.8M | $36.5M | 7 | 15 |
| Mar 2021 | $122.2M | $88.1M | $34.1M | 8 | 15 |
| Jun 2020 | $102.8M | $72.5M | $30.3M | 8 | 15 |
| Mar 2020 | $102.8M | $72.5M | $30.3M | 8 | 15 |
| Aug 2019 | $112.6M | $109.4M | $3.3M | 8 | 15 |
| Mar 2019 | $112.6M | $109.4M | $3.3M | 8 | 15 |
| Mar 2019 | $112.6M | $109.4M | $3.3M | 8 | 15 |
| Mar 2018 | $102.7M | $99.2M | $3.4M | 9 | 15 |
| Mar 2017 | $94.8M | $91.7M | $3.1M | 8 | 200 |
| Mar 2017 | $96.1M | $66.3M | $29.8M | 6 | 26 |
| Mar 2016 | $96.1M | $66.3M | $29.8M | 6 | 26 |
| Mar 2015 | $94.5M | $44.2M | $50.2M | 5 | 26 |
| Mar 2014 | $98.7M | $41.8M | $56.9M | 5 | 26 |
| Apr 2013 | $94M | $36.2M | $57.8M | 4 | 26 |
| Mar 2013 | $94M | $36.2M | $57.8M | 4 | 26 |
| Apr 2012 | $96.3M | $38.8M | $57.6M | 6 | 26 |
| Mar 2011 | $83M | $35M | $48M | 10 | -- |
| May 2009 | $27.5M | $11.2M | $16.3M | 10 | -- |
DateMar 2025
Total AUM$200.5M
Discretionary$169M
Non-Disc.$31.5M
Employees8
Clients15
DateMar 2024
Total AUM$164.4M
Discretionary$133M
Non-Disc.$31.4M
Employees7
Clients15
DateMar 2023
Total AUM$151.2M
Discretionary$117.1M
Non-Disc.$34.1M
Employees7
Clients15
DateMar 2022
Total AUM$145.3M
Discretionary$108.8M
Non-Disc.$36.5M
Employees7
Clients15
DateMar 2021
Total AUM$122.2M
Discretionary$88.1M
Non-Disc.$34.1M
Employees8
Clients15
DateJun 2020
Total AUM$102.8M
Discretionary$72.5M
Non-Disc.$30.3M
Employees8
Clients15
DateMar 2020
Total AUM$102.8M
Discretionary$72.5M
Non-Disc.$30.3M
Employees8
Clients15
DateAug 2019
Total AUM$112.6M
Discretionary$109.4M
Non-Disc.$3.3M
Employees8
Clients15
DateMar 2019
Total AUM$112.6M
Discretionary$109.4M
Non-Disc.$3.3M
Employees8
Clients15
DateMar 2019
Total AUM$112.6M
Discretionary$109.4M
Non-Disc.$3.3M
Employees8
Clients15
DateMar 2018
Total AUM$102.7M
Discretionary$99.2M
Non-Disc.$3.4M
Employees9
Clients15
DateMar 2017
Total AUM$94.8M
Discretionary$91.7M
Non-Disc.$3.1M
Employees8
Clients200
DateMar 2017
Total AUM$96.1M
Discretionary$66.3M
Non-Disc.$29.8M
Employees6
Clients26
DateMar 2016
Total AUM$96.1M
Discretionary$66.3M
Non-Disc.$29.8M
Employees6
Clients26
DateMar 2015
Total AUM$94.5M
Discretionary$44.2M
Non-Disc.$50.2M
Employees5
Clients26
DateMar 2014
Total AUM$98.7M
Discretionary$41.8M
Non-Disc.$56.9M
Employees5
Clients26
DateApr 2013
Total AUM$94M
Discretionary$36.2M
Non-Disc.$57.8M
Employees4
Clients26
DateMar 2013
Total AUM$94M
Discretionary$36.2M
Non-Disc.$57.8M
Employees4
Clients26
DateApr 2012
Total AUM$96.3M
Discretionary$38.8M
Non-Disc.$57.6M
Employees6
Clients26
DateMar 2011
Total AUM$83M
Discretionary$35M
Non-Disc.$48M
Employees10
Clients--
DateMay 2009
Total AUM$27.5M
Discretionary$11.2M
Non-Disc.$16.3M
Employees10
Clients--