Blossom Wealth Management LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
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
Phone925-833-9999
Address
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram]
Total AUM ($M)
4003202401608002009201520212027
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)
705642281402021202320252027
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
Clients3 (1 non-US)
ServesInstitutional, 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
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com