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GOLDBLOOM WEALTH MANAGEMENT LLC
CRD 153678
7900 SE 28TH STREET, SUITE 500, MERCER ISLAND, WA, 98040, United States
Phone
206-528-2001
Fax
206-686-3114
Registration
— (—)
Source
State registered
Total AUM
$100.8M
Discretionary AUM
$100.8M
Team
7 total employees; 4 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 107 | $32.0M |
| High net worth individuals | 38 | $68.8M |
All web addresses on file
Official SEC filing: View on IAPD