Money Blossoms

Overview

Money Blossoms is a small, independent registered investment adviser organized as an LLC and run by an individual owner. The firm combines accounting-related services with financial planning and discretionary portfolio management for individuals and small businesses, and it offers advisory services that include selecting outside managers and running educational seminars. Fee arrangements are flexible: they charge a percentage of assets under management and also use hourly and fixed-fee engagements. Investment activity is concentrated and equity-focused. Filings show a clear preference for exchange-traded equities and ETF exposure, and the firm identifies itself as a capital allocator — able to source third-party managers when clients require access to strategies beyond in‑house capabilities. Money Blossoms does not report active ESG investing and operates on a single-state basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices