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BLOSSOM WEALTH MANAGEMENT, LLC
925-833-9999
SEC #801-70224Total AUM
$42M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
6:30 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
925-833-9999
Financials
Total AUM
$42M
Accounts
466Discretionary
$38M
Accounts
424Non-Discretionary
$4M
Accounts
42
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Subscription Fee
Compliance
Disclosures
None reported
State Registrations
CA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.