Opti Bloom Advisors LLC
RIAState Registered
Total AUM
$18M
Discretionary
$18M
100% of AUM
Avg account
$225K
Accounts
80
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 299179
- Website
- optibloomadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI55.56%
- Individuals44.44%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Opti Bloom Advisors LLC is a small, independent RIA organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients, providing financial planning, portfolio management for individuals and small businesses, and investor education through seminars and workshops. Its fee arrangements include percentage-of-assets, hourly billing, and fixed fees. Opti Bloom does not present itself as a capital allocator, is not identified as an active ESG investor, and is not described as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds95%
- Exchange Traded Equities5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations