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- Custodian
- Charles Schwab & Company · Merrill Lynch · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Delta foundation
- Established Date
- 06-25-2009
- Office Locations
- 3
Office Locations
About Blossom Wealth Management, LLC
Blossom Wealth Management, LLC is a California RIA providing discretionary investment management and holistic planning, integrating tax, philanthropic, and estate considerations. The team builds customized, diversified portfolios and emphasizes client education to align risk and time horizon. Client focus includes retirees and business owners/entrepreneurs, with portfolios largely implemented using ETFs and custody through Schwab.
Team overview
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Owner & Executives
JAMES EDWARD SALTER
Chief Compliance Officer, Chief Operating Officer, Wealth Manager
- CRD
- #5143649
- Ownership
- Less than 5%
GEORGE ALBERT SALTER II
Chief Executive Officer, Founder
- CRD
- #4512665
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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CRAIG EWING BRAEMER
Portfolio Manager
- CRD
- #1085177
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $363,980,740 | $1,064,271 |
| Non-Discretionary | $4,212,918 | $2,106,459 |
| Total | $368,193,658 | $1,070,330 |
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Separately Managed Accounts
Total SMA Asset: $368,193,658
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,059,914,341 | 20.5% |
| Cash | $1,271,897,209 | 24.6% |
| Public Funds | $1,189,172,188 | 23.0% |
| Municipal Bonds | $558,393,897 | 10.8% |
| Other | $527,372,014 | 10.2% |
| U.S. Government/Agency | $563,564,210 | 10.9% |
| Total | $5,170,313,859 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VITAL PRIME VITAL | DELTA FOUNDATION | W86ND22YN | WACKE | 7.19% | $12,793,113 |
| TIMBER HARBOR MERIDIAN | MERIDIAN SIGNAL | 6KZL1NFW7 | NPRX | 9.42% | $118,904,126 |
| FRONTIER PEAK QUANTUM | NORTH VECTOR | F0LFHQTIG | UCWF | 9.79% | $36,511,381 |
| SUMMIT TIMBER | FUSION QUANTUM | XFOYXE7IH | NYPN | 4.76% | $47,681,488 |
| CAPITAL PRIME | MOMENTUM HARBOR | ZE0707GQ5 | FYY | 0.60% | $46,909,091 |
| OAK FOCUS ELEMENT | EMBER PATHWAY | 1XAEME7NR | TRYE | 9.29% | $77,965,476 |
| OAK UNISON PIONEER | QUANTUM OAK | 4HGTPYZUA | BWU | 1.96% | $59,100,810 |
| FUSION SIGNAL FRONTIER | FUSION EMBER | U7SGCDWHJ | YSIJ | 8.08% | $8,147,111 |