BLAND GARVEY WEALTH ADVISORS, LLC

Overview

Bland Garvey Wealth Advisors, LLC is an SEC-registered registered investment adviser formed as an LLC and operating since 2009. The firm acts as a capital allocator for both individual and family clients and institutional accounts, with core advisory activities centered on portfolio management for individuals and small businesses, pension consulting services, and the selection of third‑party advisers. Fee arrangements combine a percentage of assets under management and hourly charges. Investment practice emphasizes pooled public funds as the primary exposure for client portfolios while supplementing those positions with externally managed alternative strategies. The firm does not position itself as an active ESG investor and is not designated as a multi‑state adviser in its filings. Its business model leans toward discretionary management, with almost all assets reported as discretionary.

Assets & Accounts

Investments & Alternatives

Location & Offices