Blossom Wealth Management, LLC

Overview

Blossom Wealth Management, LLC is an independent registered investment adviser that began SEC registration in 2020 and focuses on individual and family clients. The firm charges a mix of percentage-of-AUM fees alongside hourly and fixed-fee engagements, and its advisory services explicitly include financial planning and portfolio management for both individuals/small businesses and for businesses or institutions. Blossom identifies primarily as an equity-oriented manager and is not an active ESG investor. Blossom is not positioned as a capital allocator or a related/advisory network; it manages client accounts directly and is not classified as a multi-state adviser. Its structure is a limited liability company with domestic ownership and individual principals.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices