BLOSSOM WEALTH MANAGEMENT, LLC
Adviser information for BLOSSOM WEALTH MANAGEMENT, LLC last updated from Form ADV on February 9th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 614 | $243.0M |
| Non-Discretionary | 159 | $26.9M |
| Total | 773 | $269.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 193 | $45.3M |
| HNW Individuals | 44 | $215.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $120,167 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $3.7M |
| Other | 60 | $5.2M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 3 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsFAMILY OFFICE SERVICES; RESEARCH REPORTS |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-118107 |
|---|---|
| SEC ERA File Number | 801-118107 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 150402 |
| Legal Entity Identifier | None |
Principal Office
2141 N. DONOVAN WAYSAN RAMON
CA
United States
Monday - Friday, 6:30 A.M. - 5:00 P.M.
Tel: 925-833-9999, Fax: 877-665-8765
Chief Compliance Officer
JAMES EDWARD SALTER
MEMBER, COO
2141 N. DONOVAN WAY
SAN RAMON
CA
United States
Tel:
925-833-9999
Fax:
877-665-8765
J****@************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| THE SALTER/STOKES FAMILY TRUST DATED OCTOBER 14, 2009 | Domestic Entity | – | MEMBER | 10/2009 | 50-75% |
| SALTER, JAMES, EDWARD | Individual | – | CCO, COO | 06/2009 | < 5% |
| SALTER, GEORGE, ALBERT | Individual | – | CEO | 06/2009 | < 5% |
| THE DSF LIVING TRUST DATED OCTOBER 8, 2004 | Domestic Entity | – | MEMBER | 10/2009 | 50-75% |
| SALTER, JAMES, EDWARD | Individual | THE SALTER/STOKES FAMILY TRUST DATED OCTOBER 14, 2009 | CO-TRUSTEE | 10/2009 | 25-50% |
| SALTER, GEORGE, ALBERT | Individual | THE DSF LIVING TRUST DATED OCTOBER 8, 2004 | CO-TRUSTEE | 10/2009 | 25-50% |
| STOKES, ALLISON, MARIE | Individual | THE SALTER/STOKES FAMILY TRUST DATED OCTOBER 14, 2009 | CO-TRUSTEE | 10/2009 | 25-50% |
| DAVIDSON, NICOLE, ALYSSA | Individual | THE DSF LIVING TRUST DATED OCTOBER 8, 2004 | CO-TRUSTEE | 10/2009 | 25-50% |