RIA Intel›Advisers›Washington›GOLDBLOOM WEALTH MANAGEMENT LLC

GOLDBLOOM WEALTH MANAGEMENT LLC

Advisory

MERCER ISLAND, WA

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

Rank in WA

#403

of 505 advisers by AUM

Average account

$82K

across 1,233 accounts

AUM per adviser

$25M

4 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$101M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

7

Assets Under Management

Total AUM$101M

Discretionary AUM$101M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients145

Team

Total Employees7

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX, WA

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

145 clients

38 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 WA

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

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CLEAR WEALTH MANAGEMENT, LLC

$102M

FAIRE CAPITAL GROUP, LLC

$102M

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