GOLDBLOOM WEALTH MANAGEMENT LLC

GOLDBLOOM WEALTH MANAGEMENT LLC of MERCER ISLAND, WA is an SEC-registered investment adviser (CRD 153678). Regulatory assets under management: $100.8M.

Registration

• CRD: 153678
• Type: Registered investment adviser
• Location: 7900 SE 28TH STREET, MERCER ISLAND, WA, 98040
• Phone: 206-528-2001
• Latest filing: 2026-03-31
• Regulatory AUM: $100.8M
• Discretionary AUM: $100.8M
• Clients: 7
• Accounts: 1,233

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 153678 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search