NEXT BLOOM WEALTH

RIASEC Registered

Total AUM

$28.5M

Discretionary

$28.5M

100% of AUM

Avg account

$250K

Accounts

114

Employees

Advisory reps

Firm details

Headquarters: GLADSTONE, Missouri
CRD number: 322155
Website: nextbloomwealth.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals51.84%
HNWI48.16%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Next Bloom Wealth is an independent, individually owned registered investment adviser operating as a limited liability company. The firm focuses on serving individual and family clients and acts as a capital allocator, combining fee-based wealth management with financial planning. Its advisory services include financial planning, portfolio management for individuals and smaller businesses, selection of external managers, and client education through seminars or workshops. Fee arrangements are flexible and include a percentage of assets under management, hourly billing, and fixed fees. The firm does not identify as an active ESG investor and is not a multi-state adviser.