STRATEGIC WEALTH PLANNING

Legal name: BLUM FINANCIAL, LP

CRD 149134File 801-69852

APPROVED

Retail clients

Filing as of Mar 10, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$208.6M

Below cohort median (national)

Discretionary AUM

$182.9M

Non-discretionary $25.7M

Clients

196

781 accounts

Employees

Bottom 25% of cohort in TX

Identity & registration

ADV Item 1

Organization form: Limited Partnership
Firm type: Registered
SEC region: FWRO
Registration date: Jan 8, 2009
Principal office: 2929 NORTH CENTRAL EXPRESSWAY, SUITE 200, RICHARDSON, TX, 75080
Phone: 214-727-6000
Website: HTTP://WWW.AWEALTHPLAN.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $208.6M
Discretionary AUM: $182.9M
Non-discretionary AUM: $25.7M
Discretionary accounts: 759
Non-discretionary accounts: 22
Total accounts: 781
AUM per client: $1.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	100	$193.2M
Pension and profit sharing plans	Fewer than 5	$1.3M
Individuals (other than high net worth individuals)	96	$14.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.