N
$28.5M Total AUM
$28.5M Disc. AUM
-- 3Y CAGR
2 Employees
41 ADV. Clients
3 yrs Firm Age
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- Custodian
- Altruist · Fidelity/NFS · Truist Bank
- Clients
- Retail
- Platforms
- North
- Established Date
- 08-29-2022
- Office Locations
- 1
Office Locations
7001 N Locust St. #C208 Gladstone MO
About Next Bloom Wealth
Next Bloom Wealth provides personalized financial planning paired with tax-focused investment management for individuals and families, including retirees. The firm emphasizes aligning portfolios to life goals and uses diversified public funds and ETFs with a focus on tax-efficient strategies. Custody relationships include Altruist and Fidelity/NFS.
Team overview
-- AVG AGE
$14.2M AVG AUM / ADVISOR
$694.7K AVG AUM / CLIENT
3.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Ember capital Focus
Client Personas
Zenith
Custodian
Ember Beacon signal Peak ridge
Investment Themes
Value Vital peak Capital
Investment Vehicles
Frontier meridian
Services
Vertex optima Pioneer Ember bridge Ember quantum Pathway peak
Technology
Matrix pioneer
Owner & Executives
Robert Alexander Borgardts
Chief Compliance Officer, Co-founder
- CRD
- #6979606
- Ownership
- 50% but less than 75%
(568) 314-9411
beacon.optima@ridgecapital.com
in linkedin.com/in/matrix-fusion
Ashley Dickson
Advisor, Co-founder
- CRD
- #6993977
- Ownership
- 50% but less than 75%
(264) 312-4736
harbor.unison@catalystcapital.com
in linkedin.com/in/prime-beacon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,483,070 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,483,070 | -- |
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Separately Managed Accounts
Total SMA Asset: $28,483,070
Public Funds:
42.8% Equity - Exchange:
25.8% Cash:
16.0% Private Funds:
15.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,317,620,305 | 42.8% |
| Equity - Exchange | $1,999,873,922 | 25.8% |
| Cash | $1,240,231,890 | 16.0% |
| Private Funds | $1,193,723,193 | 15.4% |
| Total | $7,751,449,310 | 100.0% |