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
Firm Details
- Organization Type
- Limited Partnership
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 10, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BLUM MANAGEMENT GROUP, INC. | DE | GENERAL PARTNER | NA | |
| BLUM MANAGEMENT GROUP, INC. | DE | GENERAL PARTNER | NA | |
| BLUM MANAGEMENT GROUP, INC. | DE | GENERAL PARTNER | NA | |
| BLUM MANAGEMENT GROUP, INC. | DE | GENERAL PARTNER | NA | |
| BLUM MANAGEMENT GROUP, INC. | DE | GENERAL PARTNER | NA | |
| BLUM MANAGEMENT GROUP, INC. | DE | GENERAL PARTNER | NA | |
| BLUM MANAGEMENT GROUP, INC. | DE | GENERAL PARTNER | NA | |
| BLUM MANAGEMENT GROUP, INC. | DE | GENERAL PARTNER | NA | |
| BLUM MANAGEMENT GROUP, INC. | DE | GENERAL PARTNER | NA | |
| BLUM MANAGEMENT GROUP, INC. | DE | GENERAL PARTNER | NA | |
| BLUM MANAGEMENT GROUP, INC. | DE | GENERAL PARTNER | NA | |
| BLUM MANAGEMENT GROUP, INC. | DE | GENERAL PARTNER | NA | |
| BLUM MANAGEMENT GROUP, INC. | DE | GENERAL PARTNER | NA | |
| BLUM MANAGEMENT GROUP, INC. | DE | GENERAL PARTNER | NA | |
| BLUM MANAGEMENT GROUP, INC. | DE | GENERAL PARTNER | NA | |
| BLUM MANAGEMENT GROUP, INC. | DE | GENERAL PARTNER | NA | |
| BLUM MANAGEMENT GROUP, INC. | DE | GENERAL PARTNER | NA | |
| BLUM MANAGEMENT GROUP, INC. | DE | GENERAL PARTNER | NA | |
| BLUM MANAGEMENT GROUP, INC. | DE | GENERAL PARTNER | NA | |
| BLUM MANAGEMENT GROUP, INC. | DE | GENERAL PARTNER | NA | |
| BLUM MANAGEMENT GROUP, INC. | DE | GENERAL PARTNER | NA | |
| BLUM, JENIFER, SMITH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLUM, JENIFER, SMITH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLUM, JENIFER, SMITH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLUM, JENIFER, SMITH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLUM, JENIFER, SMITH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLUM, JENIFER, SMITH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLUM, JENIFER, SMITH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLUM, JENIFER, SMITH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLUM, JENIFER, SMITH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLUM, JENIFER, SMITH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLUM, JENIFER, SMITH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLUM, JENIFER, SMITH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLUM, JENIFER, SMITH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLUM, JENIFER, SMITH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLUM, JENIFER, SMITH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLUM, JENIFER, SMITH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Blum, Jenifer, S | I | CHIEF COMPLIANCE OFFICER | NA | |
| Blum, Jenifer, S | I | CHIEF COMPLIANCE OFFICER | NA | |
| BLUM, STEPHEN, JACOB | I | LIMITED PARTNER & CHIEF COMPLIANCE OFFICER | E | Control |
| BLUM, STEPHEN, JACOB | I | LIMITED PARTNER & CHIEF COMPLIANCE OFFICER | E | Control |
| BLUM, STEPHEN, JACOB | I | LIMITED PARTNER | E | Control |
| BLUM, STEPHEN, JACOB | I | LIMITED PARTNER | E | Control |
| BLUM, STEPHEN, JACOB | I | LIMITED PARTNER | E | Control |
| BLUM, STEPHEN, JACOB | I | LIMITED PARTNER | E | Control |
| BLUM, STEPHEN, JACOB | I | LIMITED PARTNER & CHIEF COMPLIANCE OFFICER | E | Control |
| BLUM, STEPHEN, JACOB | I | LIMITED PARTNER | E | Control |
| BLUM, STEPHEN, JACOB | I | LIMITED PARTNER | E | Control |
| BLUM, STEPHEN, JACOB | I | LIMITED PARTNER | E | Control |
| BLUM, STEPHEN, JACOB | I | LIMITED PARTNER | E | Control |
| BLUM, STEPHEN, JACOB | I | LIMITED PARTNER | E | Control |
| BLUM, STEPHEN, JACOB | I | LIMITED PARTNER | E | Control |
| BLUM, STEPHEN, JACOB | I | LIMITED PARTNER | E | Control |
| BLUM, STEPHEN, JACOB | I | LIMITED PARTNER | E | Control |
| BLUM, STEPHEN, JACOB | I | LIMITED PARTNER | E | Control |
| BLUM, STEPHEN, JACOB | I | LIMITED PARTNER | E | Control |
| BLUM, STEPHEN, JACOB | I | LIMITED PARTNER | E | Control |
| BLUM, STEPHEN, JACOB | I | LIMITED PARTNER | E | Control |
| BLUM, STEPHEN, JACOB | I | LIMITED PARTNER | E | Control |
| BLUM, STEPHEN, JACOB | I | LIMITED PARTNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BLUM, STEPHEN, JACOB | I | BLUM MANAGEMENT GROUP, INC. | E | Control |
| BLUM, STEPHEN, JACOB | I | BLUM MANAGEMENT GROUP, INC. | E | Control |
| BLUM, STEPHEN, JACOB | I | BLUM MANAGEMENT GROUP, INC. | E | Control |
| BLUM, STEPHEN, JACOB | I | BLUM MANAGEMENT GROUP, INC. | E | Control |
| BLUM, STEPHEN, JACOB | I | BLUM MANAGEMENT GROUP, INC. | E | Control |
| BLUM, STEPHEN, JACOB | I | BLUM MANAGEMENT GROUP, INC. | E | Control |
| BLUM, STEPHEN, JACOB | I | BLUM MANAGEMENT GROUP, INC. | E | Control |
| BLUM, STEPHEN, JACOB | I | BLUM MANAGEMENT GROUP, INC. | E | Control |
| BLUM, STEPHEN, JACOB | I | BLUM MANAGEMENT GROUP, INC. | E | Control |
| BLUM, STEPHEN, JACOB | I | BLUM MANAGEMENT GROUP, INC. | E | Control |
| BLUM, STEPHEN, JACOB | I | BLUM MANAGEMENT GROUP, INC. | E | Control |
| BLUM, STEPHEN, JACOB | I | BLUM MANAGEMENT GROUP, INC. | E | Control |
| BLUM, STEPHEN, JACOB | I | BLUM MANAGEMENT GROUP, INC. | E | Control |
| BLUM, STEPHEN, JACOB | I | BLUM MANAGEMENT GROUP, INC. | E | Control |
| BLUM, STEPHEN, JACOB | I | BLUM MANAGEMENT GROUP, INC. | E | Control |
| BLUM, STEPHEN, JACOB | I | BLUM MANAGEMENT GROUP, INC. | E | Control |
| BLUM, STEPHEN, JACOB | I | BLUM MANAGEMENT GROUP, INC. | E | Control |
| BLUM, STEPHEN, JACOB | I | BLUM MANAGEMENT GROUP, INC. | E | Control |
| BLUM, STEPHEN, JACOB | I | BLUM MANAGEMENT GROUP, INC. | E | Control |
| BLUM, STEPHEN, JACOB | I | BLUM MANAGEMENT GROUP, INC. | E | Control |
Registrations
Federal
IA
Mar 10, 2025 REGISTERED
Notice Filings (3)
CO FL TX
Address
2929 NORTH CENTRAL EXPRESSWAYSUITE 200
RICHARDSON, TX 75080
United States
Phone: 214-727-6000