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BLOSSOM WEALTH MANAGEMENT, LLC

CRD 150402 · SEC 801-118107

Visit website

CA, United States

Phone

925-833-9999

Fax

877-665-8765

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$368.2M

Discretionary AUM

$364.0M

Team

3 total employees; 3 advisory reps; 3 broker-dealer reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-26

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)FAMILY OFFICE SERVICES; RESEARCH REPORTS

Client types

TypeClientsAUM
Individuals206$76.7M
High net worth individuals52$286.7M

States served

CA, WA, TX

All web addresses on file

Official SEC filing: View on IAPD