Opti Bloom Advisors LLC

Overview

Opti Bloom Advisors LLC is an independent, individual-owned RIA organized as an LLC that focuses on wealth management for individuals and families. The firm offers comprehensive financial planning, discretionary portfolio management for individuals and small businesses, and runs educational seminars and workshops. Its fee arrangements are flexible, combining a percentage-of-AUM charge with hourly and fixed-fee options, which supports both ongoing asset management and project-oriented planning work. The adviser does not position itself as a capital allocator or pension consultant, and it does not identify as an active ESG investor. Services are delivered primarily to private clients rather than institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices