FARMINGTON HILLS, MICRD 106152Latest ADV April 1, 2026
Bloom Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in Farmington Hills, MI. Its latest Form ADV filing, dated April 1, 2026, reports $1.6B in regulatory assets under management, 21 employee, 1 office, and 1,166 accounts.
Assets Under Management
$1.6B
Employees
21
Offices
1 office
Total Clients
1,166
Primary office
FARMINGTON HILLS, MI
31275 NORTHWESTERN HWY, SUITE 145, FARMINGTON HILLS, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 55.5% of total clients.
Top client categories% of clientsClients
1
Individuals
55.5%
647
2
HNWI
44.5%
519
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.6Bas of April 1, 2026
Discretionary100.0%
$1.6B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.6B
Total Accounts1,166
10Y AUM Change+$575M (+55.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees21
Clients per Employee56:1
10Y Employee Change+3 (+16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.