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Building 2BLOSSOM WEALTH MANAGEMENT, LLC

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Phone925-833-9999
NotebookSEC #801-118107
Total AUM
$368.2M
Employees
3
Clients
260

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
6:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
925-833-9999
Other Offices
2

ReceiptFinancials

Total AUM
$368.2M
Accounts
344
Discretionary
$364M
Accounts
342
Non-Discretionary
$4.2M
Accounts
2

ContactClients

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Individual Clients
206
AUM
$76.7M
HNW Individual Clients
52
AUM
$286.7M
Charitable Organization Clients
1
AUM
$538.1K
Corporation or Business Clients
1
AUM
$4.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
FAMILY OFFICE SERVICES; RESEARCH REPORTS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

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Disclosures

None reported

State Registrations
CATXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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