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- Custodian
- Assetmark ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Foundation northFocus north
- Established Date
- 04-29-2010
- Office Locations
- 1
Office Locations
About Goldbloom Wealth Management LLC
Goldbloom Wealth Management, LLC is an independent RIA serving families, business owners, and corporate executives with objective wealth management, retirement planning, and multi-generational wealth transfer. Portfolios blend market strategies with insurance solutions (e.g., annuities and life/disability/long-term care) and use institutional managers with GIPS-audited track records. When appropriate, the firm coordinates a Virtual Family Office with CPAs and attorneys for tax-aware planning.
Team overview
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Owner & Executives
STEVEN ARTHUR GOLDBLOOM
Principal, Wealth Advisor
- CRD
- #5783643
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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VISHNU AMRITH
--
- CRD
- #8257390
IAN LYMAN FINK
--
- CRD
- #8016900
Capital fusion
Zenith alpha
- CRD
- #73175
Showing 2 of 6 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $100,773,272 | -- |
| Non-Discretionary | $0 | -- |
| Total | $100,773,272 | -- |
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Separately Managed Accounts
Total SMA Asset: $100,773,272
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,241,830,195 | 15.0% |
| Equity - Exchange | $1,531,590,574 | 18.5% |
| Corporate - Investment Grade | $1,332,897,743 | 16.1% |
| Cash | $3,096,296,620 | 37.4% |
| Other | $1,076,252,835 | 13.0% |
| Total | $8,278,867,967 | 100.0% |