BLOOM INVESTMENT ADVISORS, LLC

Overview

Bloom Investment Advisors, LLC runs a subscription-fee advisory platform focused on individual and family clients, with services scoped to portfolio management for individuals and small businesses plus educational seminars and workshops. The firm emphasizes exchange-traded equities as the primary portfolio building block and does not position itself as an ESG investor. Its registration dates to 2021 and the operating structure is a limited liability company under domestic ownership. The business model and custody choice point to a digital-first distribution approach: portfolios appear to be largely non-discretionary and constructed around traded equity exposures that are easy to implement and scale. The subscription-fee pricing and very low average account sizes suggest the firm targets high-volume, low-balance retail relationships rather than traditional high-net-worth, AUM-fee mandates.

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Public Holdings

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Location & Offices