RIA Intel›Advisers›Colorado›BLOOM FINANCIAL, LLC

BLOOM FINANCIAL, LLC

Advisory

CO

Data as of May 20, 2026 · Source: SEC Form ADV

Rank in CO

#700

of 720 advisers by AUM

Average account

$177K

across 225 accounts

AUM per adviser

$20M

2 advisers

Source: SEC Form ADV. Figures as filed May 20, 2026.

Total AUM

$40M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$40M

Discretionary AUM$0

Non-Discretionary AUM$40M

Discretionary %0%

Total Clients225

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

225 clients

3 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CO

Closest by assets under management. All figures from Form ADV.

GREY MOUNTAIN PARTNERS, LLC

$40M

INTERVEST INTERNATIONAL, INC.

COLORADO SPRINGS, CO

$40M

TYPHER FINANCIAL SERVICES

$40M

PETERSON BRUCE DANIEL

$40M

BRETT R. SMITH CPA WEALTH MANAGEMENT, LLC

$40M

THE COOK COMPANY, LLC

GREENWOOD VILLAGE, CO

$39M

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