Money Blossoms

Overview

Money Blossoms operates as an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves primarily individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its services also include selecting other advisers and running educational seminars and workshops. Money Blossoms provides advisory services under a mix of fee schedules — percentage of AUM, hourly charges, and fixed fees — and the firm also lists accounting among its business activities. The adviser reports that it functions as a capital allocator, but it is not positioned as an active ESG investor and is not registered to advise across multiple states. It does not report separate pension consulting or related-adviser arrangements, and it is not classified as a newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives