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Blossom Wealth Management, LLC

● SEC registered since 2020CRD 150402SEC# 801-118107
Export (members)
Reg. AUM
$335.7M
Employees
3
Accounts
312
Location

Blossom Wealth Management, LLC assets under management

Blossom Wealth Management, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2020. It reports $335.7 million in regulatory assets under management and employs 3 people.

Blossom Wealth Management, LLC owners & executives

8 reported
NameTitleOwnershipSince
George Albert Salter ControlCeoUnder 5%2009
James Edward Salter ControlCco, CooUnder 5%2009
The Dsf Living Trust Dated October 8, 2004 ControlMember50-75%2009
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Frequently asked questions

How much does Blossom Wealth Management, LLC manage?

Blossom Wealth Management, LLC reports $335.7 million in regulatory assets under management on its Form ADV.

How many employees does Blossom Wealth Management, LLC have?

Blossom Wealth Management, LLC reports 3 employees.

Does Blossom Wealth Management, LLC disclose fund performance?

Blossom Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone925-833-9999
Fax877-665-8765
Office hours6:30 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1839735
Discloses disciplinary historyNo

Assets under management

Discretionary$331.2M
Non-discretionary$4.5M
Total (RAUM)$335.7M