RIA Intel›Advisers›Georgia›BLOSSOM BALANCE LLC

BLOSSOM BALANCE LLC

Advisory

GAINESVILLE, GA

Data as of Feb 26, 2026 · Source: SEC Form ADV

Average account

$330K

across 17 accounts

AUM per adviser

$6M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 26, 2026.

Total AUM

$6M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$6M

Discretionary AUM$6M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients16

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA

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

16 clients

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

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Advisers of similar size in GA

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

1ST GEORGIA GROUP LLC.

$6M

HOLCOMB FINANCIAL, LLC

CANTON, GA

$6M

WAYPOINT FINANCIAL PLANNING, LLC

$6M

TEMPERANCE FINANCIAL SERVICES, LTD. CO

$5M

ELL WESS ADVISORS, LLC

ATLANTA, GA

$6M

JUDSON DEAN MALLARD

ATHENS, GA

$6M

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