Blossom Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 26, 2026, reports $368M in regulatory assets under management, 3 employees, 2 offices, and 344 accounts.
Top client segmentIndividuals represent 79.8% of total clients.
Top client categories% of clientsClients
1
Individuals
79.8%
206
2
HNWI
20.2%
52
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$368Mas of March 26, 2026
Discretionary98.9%
$364M
99% of total RAUM98.9%
Non-discretionary1.1%
$4M
1% of total RAUM1.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$368M
Total Accounts344
10Y AUM Change+$226M (+159.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee86:1
10Y Employee Change0 (0.0%)
* 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.