# BLOSSOM WEALTH MANAGEMENT, LLC

BLOSSOM WEALTH MANAGEMENT, LLC of SAN RAMON, CA is an SEC-registered investment adviser.

## Registration

- CRD: 150402
- Type: SEC-registered investment adviser
- SEC file number: 801-118107
- Location: 2141 N. DONOVAN WAY, SAN RAMON, CA, 94582
- Phone: 925-833-9999
- Latest filing: 2026-03-26
- Regulatory AUM: $368.2M
- Discretionary AUM: $364.0M
- Non-discretionary AUM: $4.2M
- Clients: 3
- Accounts: 344

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Other

## Officers, owners & control persons (11)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/150402/brochure
- Similar advisers: https://search.stillhousedata.com/firm/150402/similar
- Related entities: https://search.stillhousedata.com/firm/150402/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/150402

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.