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- Custodian
- Altruist · Apex · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-22-2018
- Office Locations
- 1
Office Locations
About Open World Financial Life Planning
Open World Financial Life Planning is a Raleigh, NC independent practice founded in 2018 by Ian Bloom, CFP®, RLP®. The firm provides financial life planning and ongoing investment management for individuals—especially younger, passion-driven clients and entrepreneurs—focusing on aligning money decisions to life goals. Portfolios emphasize active management, asset allocation, and risk management, commonly using mutual funds, with planning support across tax, estate, insurance, and portfolio construction.
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Owner & Executives
IAN BLOOM
Advisor, Chief Compliance Officer, Owner
- CRD
- #6461748
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,985,950 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,985,950 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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