RIA Intel›Advisers›Missouri›NEXT BLOOM WEALTH LLC

NEXT BLOOM WEALTH LLC

Advisory

GLADSTONE, MO

Data as of Apr 28, 2026 · Source: SEC Form ADV

Average account
$250K
across 114 accounts
AUM per adviser
$14M
2 advisers

Source: SEC Form ADV. Figures as filed Apr 28, 2026.

Total AUM
$28M
Discretionary %
100%
Clients
37
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$28M
Discretionary AUM$28M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients37
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InKS, MO, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MO

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

MOSECO ASSET MANAGEMENT LLC
ST LOUIS, MO
$29M
-33.0% 1Y
OAKVIEW WEALTH SOLUTIONS LLC
SAINT CHARLES, MO
$28M
LUCKY MAN, LLC
$29M
CLARITY FINANCIAL, L.L.C.
COLUMBIA, MO
$29M
MACROVEX, LLC
$29M
STACKHOUSE CAPITAL LLC
SEDALIA, MO
$28M

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