Blossom Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 150402
- Registered since
- February 19, 2020
- Website
- www.blossomwm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI77.88%
- Individuals20.83%
- Corporations / Businesses1.14%
- Charitable Organizations0.15%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Blossom Wealth Management, LLC is an independent Registered Investment Adviser organized as an LLC and registered with the SEC in 2020. The firm serves individual and family clients and offers financial planning alongside portfolio management for individuals, small businesses, and institutional/business clients. Fee arrangements include a percentage of assets under management, hourly fees, and fixed-fee options. Blossom does not act as a capital allocator, does not market itself as an ESG-focused manager, and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities89%
- Cash & Cash Equivalents5%
- Public Funds/Mutual Funds3%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
2 of 2
George Salter
CEOCRD 4512665
James Salter
COOCRD 5143649
Contacts
1 of 1
Craig Braemer
Portfolio ManagerCRD 1085177
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 33Active vs passive
$33.8M in ETFs
75%
$25.2M
9%
$8.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB INTERNATIONAL EQUITY ETF (SCHF) | Schwab | Passive | Foreign Large Blend | $3.8M | 153,471 | 11.24% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Overridge Wealth Advisors
RIAFort Worth, TX
Highland Investment Advisors LLC
RIAPonte Vedra, FL
Enhancing Capital LLC
RIAHarrisburg, PA
Peregrine Investment Advisors, LLC
RIAMadison, MS
Persimmon Capital Management
RIABlue Bell, PA
Aft, Forsyth & Sober, LLC
RIAValrico, FL