RIA Intel›Advisers›California›BLOOM INVESTMENT ADVISORS, LLC

BLOOM INVESTMENT ADVISORS, LLC

Advisory

N·SAN FRANCISCO, CA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$18M
1-Year AUM Growth
+482.3%
3-Year CAGR
+84.8%
Employees
1
Assets Under Management
Total AUM$18M
Discretionary AUM$0
Non-Discretionary AUM$18M
Discretionary %0%
Total Clients60,212
Team
Total Employees1
Investment Advisers6
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record16
First FilingNov 2, 2021
Latest FilingMar 31, 2026
🔒 Full AUM trend chart and 16 historical filings spanning 5+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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