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| Blossom Wealth Management LLC
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|---|---|
| CRD # | 150402 |
| SEC # | 801-118107 |
| CIK # | 0001839735 |
| AUM | 368.2 M (2026-03-26) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 925-833-9999 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001839735 |
| Sector | Form 13F Holdings | Value ($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 | ||
| Costco Wholesale Corp /NEW | 0.7 | ||
| Wal Mart Stores Inc | 0.7 | ||
| Bank of America Corp /DE/ | 0.7 | ||
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| 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
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NE | 369.1 M |
|
Integrity Wealth Solutions LLC
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CO | 369.0 M |
|
Tagstone Capital Inc
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|
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
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|
UT | 367.1 M |