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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- MeridianWave +more
- Established Date
- 05-22-1995
- Office Locations
- 1
Office Locations
About Bloom Advisors
Bloom Advisors is a fee-only, family-run wealth management firm serving individuals and families with personalized portfolio management and comprehensive planning—retirement, estate planning, and milestone-based guidance. The team also offers legal services through its full-service law firm, Bloom, Bloom & Associates, enabling integrated estate document work. Recognized by CNBC’s Top 100 fee-only firms and Barron’s rankings.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KENNETH J BLOOM
Chief Compliance Officer, VICE PRESIDENT
- CRD
- #4369363
- Ownership
- 25% but less than 50%
RICHARD J BLOOM
Associate, President
- CRD
- #4369364
- Ownership
- 25% but less than 50%
Capital matrix
Delta atlas pathway
- CRD
- #24160
- Ownership
- 23.2%
Showing 2 of 4 owners & executives
Unlock allContacts
Colin Stewart Fraser
Financial Advisor
- CRD
- #6602145
JONATHAN MARC GOLDBERG
Associate
- CRD
- #1513442
Glacier element
Peak alpha
- CRD
- #30309
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,618,374,513 | $1,387,971 |
| Non-Discretionary | $0 | -- |
| Total | $1,618,374,513 | $1,387,971 |
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Separately Managed Accounts
Total SMA Asset: $1,618,374,513
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,675,704,770 | 38.1% |
| Cash | $4,347,142,396 | 61.9% |
| Total | $7,022,847,166 | 100.0% |