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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 01-19-2022
- Office Locations
- 1
Office Locations
About Money Blossoms
Money Blossoms is a fee-only fiduciary RIA based near Portland (Beaverton), Oregon, providing holistic financial planning with ongoing investment management, plus quick-start plans and small-group workshops focused on education, coaching, and support. Founded by CFP professional and Enrolled Agent Lissa Piper (MBA, AWMA), the firm does not sell products or take commissions and typically custodies assets at Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 27 clients, or 27 clients per representative. That equates to $283.2K in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on October 5, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
LISSA PIPER
Chief Compliance Officer, Chief Executive Officer, Financial Planner, FOUNDER
- CRD
- #7483820
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,645,802 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,645,802 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Money Blossoms has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.