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| Happy Holidays!! thanks for using AUM13F!! |
| Blossom Wealth Management LLC
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| CRD # | 150402 |
| SEC # | 801-118107 |
| CIK # | 0001839735 |
| AUM | $335.7 M (2025-04-01) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 925-833-9999 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001839735 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 9.5 | ||
| Apple Inc | 2.3 | ||
| Microsoft Corp | 2.0 | ||
| Netflix Inc | 1.5 | ||
| iShares Comex Gold Trust | 1.4 | ||
| International Business Machines Corp | 1.1 | ||
| Amazon Com Inc | 1.1 | ||
| VISA Inc | 1.0 | ||
| Home Depot Inc | 0.8 | ||
| Costco Wholesale Corp /NEW | 0.8 | ||
| Bank of America Corp /DE/ | 0.7 | ||
| Wisconsin Energy Corp | 0.7 | ||
| Aqua America Inc | 0.7 | ||
| Harris Corp /DE/ | 0.6 | ||
| Exxon Mobil Corp | 0.6 | ||
| Starbucks Corp | 0.6 | ||
| Wal Mart Stores Inc | 0.6 | ||
| Ecolab Inc | 0.6 | ||
| American Tower Corp /MA/ | 0.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 201 | 49.0 |
| (b) Individuals (high net worth individuals) | 50 | 281.1 |
| (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 | 1.0 |
| (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 | 4.5 |
| (n) Other | 0 | 0.0 |
| Total | 312 | 335.7 |
| By Discretionary | ||
| Discretionary | 310 | 331.2 |
| Non-Discretionary | 2 | 4.5 |
| Total | 312 | 335.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 335.7 | |
| Total | 312 | 335.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001839735] |
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|---|---|---|
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FL | 0.3 |
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The Retirement Planning Company of New England Inc
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U S Boston Capital Corporation
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Moirai Wealth Management LLC
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0.3 | |
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Skyline Advisors Inc
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WA | 0.3 |
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Erben Associates LLC
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TX | 0.3 |
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Mann Financial Services Inc
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MN | 0.3 |
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Hidden Cove Wealth Management LLC
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WA | 0.3 |