Bleeck Financial Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$67,069,581
Clients
15
53% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
15
TypicalAverage account size
$4,471,305
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.
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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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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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