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BLOSSOM WEALTH MANAGEMENT, LLC

· CRD 150402 · IAPD ↗ · 925-833-9999

$368.2MRegulatory AUM
3Advisory reps
3Employees
3Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2025 — BLOSSOM WEALTH MANAGEMENT, LLC notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
March 2024 — BLOSSOM WEALTH MANAGEMENT, LLC reported RAUM up 33% ($203.2M -> $269.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.