Bloomwood

Overview

Bloomwood operates as an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both high-net-worth individuals and families as well as institutional clients, offering financial planning, discretionary portfolio management and pension consulting. It also acts as a registered representative of a broker-dealer and sells other financial products, which suggests the practice combines advisory mandates with brokerage and product distribution capabilities. Investment activity is equity-first: Bloomwood shows a clear preference for exchange-traded equities as the core of client portfolios, while using third‑party managers and external funds to access less liquid strategies. The firm is a capital allocator that selects outside advisers and allocates to alternative strategies—private equity, real estate, managed futures and REITs—alongside traditional mutual funds and annuities. Fee arrangements include both percentage-of-AUM and fixed-fee billing, and the adviser manages client assets on a discretionary basis.

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Public Holdings

Investments & Alternatives

Location & Offices