Blossom Wealth Management, LLC
● SEC registered since 2020CRD 150402SEC# 801-118107
Reg. AUM
$368.2M
Employees
3
Accounts
344
Location
—
Blossom Wealth Management, LLC assets under management
Blossom Wealth Management, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2020. It reports $368.2 million in regulatory assets under management and employs 3 people.
Blossom Wealth Management, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| George Albert Salter Control | Ceo | Under 5% | 2009 |
| James Edward Salter Control | Cco, Coo | Under 5% | 2009 |
| The Dsf Living Trust Dated October 8, 2004 Control | Member | 50-75% | 2009 |
See all 8 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Blossom Wealth Management, LLC manage?
Blossom Wealth Management, LLC reports $368.2 million in regulatory assets under management on its Form ADV.
How many employees does Blossom Wealth Management, LLC have?
Blossom Wealth Management, LLC reports 3 employees.
Does Blossom Wealth Management, LLC disclose fund performance?
Blossom Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 925-833-9999 |
| Fax | 877-665-8765 |
| Office hours | 6:30 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1839735 |
| Discloses disciplinary history | No |
Regulatory AUM
$368.2M▲ 10%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$368.2Mregulatory AUM
Discretionary $364MNon-discretionary $4.2M