BLOSSOM WEALTH MANAGEMENT, LLC of SAN RAMON, CA is an SEC-registered investment adviser (CRD 150402). Regulatory assets under management: $368.2M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Other.
| Name | Role | Location |
|---|---|---|
| James Edward Salter | CCO, COO; CO-TRUSTEE | — |
| George Albert Salter | CEO; CO-TRUSTEE | — |
| Allison Marie Stokes | CO-TRUSTEE | — |
| Nicole Alyssa Davidson | CO-TRUSTEE | — |
| DAVIDSON NICOLE ALYSSA | CO-TRUSTEE; CO-TRUSTEE OF THE DSF LIVING TRUST DATED OCTOBER 8, 2004; MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| FERRERI PAUL MICHAEL | MEMBER | — |
| SCHWARTZ ARTHUR WARTON | MEMBER | — |
| SALTER GEORGE ALBERT | CEO; CEO, CO-TRUSTEE OF THE DSF LIVING TRUST DATED OCTOBER 8, 2004; CO-TRUSTEE (+2 more) | — |
| SALTER JAMES EDWARD | CCO, COO; CCO, COO, CO-TRUSTEE OF THE SALTER/STOKES FAMILY TRUST DATED OCTOBER 14, 2009; CO-TRUSTEE (+2 more) | — |
| SALTER JAMES E | MEMBER & CHIEF COMPLIANCE OFFICER | — |
| STOKES ELAINE MARIE | CO-TRUSTEE; CO-TRUSTEE OF THE SALTER/STOKES FAMILY TRUST DATED OCTOBER 14, 2009 | — |