|
⚲
|
| Keyboard |
| Blossom Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 150402 |
| SEC # | 801-118107 |
| CIK # | 0001839735 |
| AUM | 368.2 M (2026-03-26) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 925-833-9999 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (3/26/2026) [Brochure] |
|---|
Item 5 – Fees and Compensation, BWM directly debits advisory fees from client accounts. As part of this billing process, the client's custodian is advised of the amount of the fee to be deducted from that client's account. On at least a quarterly basis, the custodian is required to send to the client a statement showing all transactions within the account during the reporting period. Because the custodian does not calculate the amount of the fee to be deducted, it is important for clients to carefully review their custodial statements to verify the accuracy of the calculation, among other things. Clients should contact BWM directly if they believe that there may be an error in their statement. Blossom is also deemed to have custody of clients’ funds or securities when clients have standing authorizations with their custodian to move money from a client’s account to a third-party (“SLOA”) and under that SLOA authorize us to designate the amount or timing of transfers with the custodian. The SEC has set forth a set of standards intended to protect client assets in such situations, which we follow. |
| Account Minimums and Types of Clients — Form ADV Part 2A (3/26/2026) [Brochure] |
|---|
Item 7 – Types of Clients Investment Management Services BWM provides portfolio management to individuals, high net worth individuals, corporations, corporate pension and profit-sharing plans, and charitable institutions. Account Minimum Investment Management Services client portfolios are not subject to minimum account sizes. Blossom Wealth Management 14 Part 2A Brochure |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 10.5 | ||
| Apple Inc | 2.8 | ||
| iShares Comex Gold Trust | 1.6 | ||
| Microsoft Corp | 1.3 | ||
| Netflix Inc | 1.1 | ||
| Amazon Com Inc | 1.0 | ||
| Johnson & Johnson | 1.0 | ||
| International Business Machines Corp | 0.8 | ||
| Visa Inc | 0.8 | ||
| Harris Corp /DE/ | 0.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 206 | 76.7 |
| (b) Individuals (high net worth individuals) | 52 | 286.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 4.2 |
| (n) Other | 0 | 0.0 |
| Total | 344 | 368.2 |
| By Discretionary | ||
| Discretionary | 342 | 364.0 |
| Non-Discretionary | 2 | 4.2 |
| Total | 344 | 368.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.1 | |
| United States Persons | 367.1 | |
| Total | 344 | 368.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001839735] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 3 (1 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
MZ KARK & Associates Inc
✚
|
CO | 369.6 M |
|
Boothe Investment Group Inc
✚
|
DE | 369.3 M |
|
Stonebridge Wealth Systems LLC
✚
|
NE | 369.1 M |
|
Integrity Wealth Solutions LLC
✚
|
CO | 369.0 M |
|
Tagstone Capital Inc
✚
|
NC | 368.9 M |
|
Gaddis Premier Wealth Advisors LLC
✚
|
OK | 368.5 M |
|
Peregrine Investment Advisors LLC
✚
|
MS | 368.4 M |
|
Highland Investment Advisors LLC
✚
|
FL | 368.3 M |
|
Schorn Wealth LLC
✚
|
FL | 367.8 M |
|
Switchpoint Financial Planning LLC
✚
|
UT | 367.1 M |