Bleeck Financial Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$77,577,162
Total clients
15
53% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
15
Average account size
$5,171,811
About
Bleeck Financial Management provides discretionary investment supervisory services and consultative investment advice to a mix of individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, corporations, and pension or profit‑sharing plans. As of December 31, 2025 the firm reported approximately $77.6 million in discretionary assets under management and delivers regular account reporting and reviews.
The firm uses a blend of charting, cyclical, fundamental and technical analysis and implements both long‑term and short‑term strategies tailored to each client’s circumstances, with periodic monitoring and quarterly and annual in‑depth reviews. Reviews specifically address tax and estate planning, insurance, pensions and other financial planning areas, and the firm may accept limited trading discretion to effect transactions on clients’ behalf.
What is distinctive is that the advisory practice is also operated as a licensed Certified Public Accountant and Personal Financial Specialist practice, with a portion of time devoted to accounting services, a combination that is uncommon among peers. The firm’s client base includes corporate and institutional‑type accounts—business entities and pension/profit‑sharing plans—which is less typical for similarly sized independent advisory firms.
Client services
Portfolio management
Expertise
Wealth management
Fee options
1% of assets under management, prorated monthly and billed monthly in arrears
Retainer fee ranging from $250 to $1,000 per month, billed monthly
Main office location
Bleeck Financial Management, Inc.
Vandervorst Ct., Suite 6,, Corner Of San Carlos And Ocean Avenue
Carmel CA 93923, United States
Number of offices
2
Most active in
Bleeck Financial Management, Inc. has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")