B
$5.6M Total AUM
$5.6M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
0 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Peak
- Established Date
- 11-17-2025
- Office Locations
- 1
Office Locations
3292 Thompson Bridge Road Suite 149 Gainesville GA
About Blossom Balance LLC
Blossom Balance LLC is a Gainesville-based RIA. The firm has been operating for 0 years. Managing $5.6M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$5.6M AVG AUM / ADVISOR
$350.9K AVG AUM / CLIENT
0.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
Full visibility includes strategy notes for oak ember.
Premium access reveals conviction themes in ember wave.
Full visibility includes strategy notes for momentum ridge.
Upgrade to reveal position-level detail across fusion focus.
Unlock to compare peer behavior around element atlas.
Request access to benchmark trends tied to pathway.
Full visibility includes strategy notes for momentum delta.
Open the full profile to inspect shifts in focus signal.
Asset Classes
Wave quantum
Client Personas
Momentum Catalyst unison
Custodian
Crest Zenith insight
Investment Themes
Unison ember Unison frontier
Investment Vehicles
Glacier element
Services
North catalyst Frontier quantum Pioneer vital Bridge frontier Ridge Harbor wave Vital Eagle catalyst
Technology
Frontier matrix
Owner & Executives
TRACEY GORDINEER
Chief Compliance Officer, MANAGING PRINCIPAL
- CRD
- #6179365
- Ownership
- 75% or more
(702) 414-1860
value.eagle@meridiancapital.com
in linkedin.com/in/catalyst-meridian
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,615,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,615,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $5,615,000
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,427,333,094 | 100.0% |
| Total | $2,427,333,094 | 100.0% |