Blossom Wealth Management, LLC
Blossom Wealth Management, LLC is an SEC-registered wealth manager with $368.2M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Blossom Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 150402, SEC 801-118107, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $368.2M (2026-03-26)
- Firm type
- Wealth Manager
- Employees
- 3
- Clients
- 258
- CRD
- 150402
- Ownership
- SALTER, JAMES, EDWARD; BLOSSOM INVESTMENT MANAGEMENT, LLC; SALTER, JAMES, E; FERRERI, PAUL, MICHAEL; SCHWARTZ, ARTHUR, WARTON
How much AUM does Blossom Wealth Management, LLC have?
Blossom Wealth Management, LLC reported $368.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Blossom Wealth Management, LLC?
Disclosed owners and executives of Blossom Wealth Management, LLC include SALTER, JAMES, EDWARD, BLOSSOM INVESTMENT MANAGEMENT, LLC, SALTER, JAMES, E, FERRERI, PAUL, MICHAEL, SCHWARTZ, ARTHUR, WARTON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.