B
$17.7M Total AUM
$0 Disc. AUM
222.5% 3Y CAGR
6 Employees
71,486 ADV. Clients
4 yrs Firm Age
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- Custodian
- Alpaca
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-02-2021
- Office Locations
- 1
Office Locations
2261 Market Street #4942 SAN Francisco CA
About Bloom Investment Advisors, LLC
Bloom Investment Advisors powers the Bloom mobile investing app for retail beginners, combining bite-sized market education with in-app investing in stocks, ETFs, and crypto. Users can build theme-based portfolios with scoring and backtesting, or automatically mirror portfolios tied to Wall Street investors and politicians. The platform includes an AI assistant (Bloomie) and offers SIPC protection (up to $500K) via Alpaca.
Team overview
-- AVG AGE
$17.7M AVG AUM / ADVISOR
$248 AVG AUM / CLIENT
1.4 yrs AVG TENURE
6 Employees
1 Advisory Reps
0 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
Available
Owner & Executives
J
Jae Weon Hwang
Chief Compliance Officer, Chief Executive Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $17,740,432 | $248 |
| Total | $17,740,432 | $248 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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