NEXT BLOOM WEALTH

NEXT BLOOM WEALTH LLC

CRD 322155

Visit website

7001 N LOCUST ST. #C208, GLADSTONE, MO, 64118, United States

Phone

(816) 307-0548

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$28.5M

Discretionary AUM

$28.5M

Team

2 total employees; 2 advisory reps; 4 broker-dealer reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-28

Disciplinary history

Services

Financial planningPortfolio management (individuals)Selection of other advisersEducational seminarsTAX RETURN PREPARATION, ESTATE PLANNING DOCUMENT SUPPORT SERVICE

Client types

Type	Clients	AUM
Individuals	28	$14.8M
High net worth individuals	9	$13.7M

All web addresses on file

https://www.facebook.com/people/Next-Bloom-Wealth/61565943753846/
https://www.instagram.com/nextbloomwealth/
http://www.linkedin.com/company/next-bloom-wealth
https://nextbloomwealth.com/
https://www.youtube.com/@NextBloomWealth
https://nextdoor.com/pages/next-bloom-wealth/

Official SEC filing: View on IAPD