Bloch Private Wealth, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$8,000,000
Total clients
7
86% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
7
Average account size
$1,142,857
About
Bloch Private Wealth provides comprehensive wealth management to individuals (including high-net-worth clients), trusts, and retirement plans, offering tax compliance and consulting, financial planning, estate and retirement planning, insurance review, and discretionary investment advisory services. Engagements are documented by written agreements, and tax compliance engagements are performed under separate engagement letters from other services.
The firm delivers investment management through tiered Managed Account Programs (Silver, Gold, Platinum) that use a mix of proprietary model portfolios and third‑party program managers, with discretionary trading, quarterly reviews and periodic rebalancing. Portfolios are guided by asset-allocation and ETF‑heavy strategies informed by fundamental and technical analysis, and the firm can manage held‑away participant accounts via a third‑party platform to avoid taking custody.
Notable distinctions include acting as a wrap‑fee program sponsor for its Gold and Platinum MAPs — an uncommon role for firms of this type — and disclosing the possibility of referral fees in connection with recommending insurance providers. The brochure also emphasizes a substantial tax advisory component (tax work accounts for about 40% of firm time), prior international tax experience at large accounting firms, the ability to serve as a sub‑advisor to other RIAs, and a reported $80 million in assets under management as of December 31, 2025.
Client services
Financial planning
Portfolio management
Selection of other advisers
Tax consulting and compliance
Expertise
General tax planning
Business exit / sale strategy
Fee options
Fixed fees for tax compliance services and financial planning services
$0+: Silver: 1.50% annually $0+: Gold: 2.00% annually $0+: Platinum: 2.50% annually
$250 to $450 per hour for tax consulting and financial planning if applicable
Account minimum: $100,000 Minimum fee: Minimum annual Program Fee between $5,000 - $10,000 depending on MAP selected Fee-only: Fixed fees for tax compliance, consulting, and financial planning (negotiable, based on complexity), Hourly rates $250-$450/hour
Main office location
Bloch Private Wealth, LLC
The Colony TX, United States
Number of offices
1
Most active in
Bloch Private Wealth, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
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:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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