BLOOMWOOD

BLOOMWOOD is an SEC-registered investment adviser (CRD 322154). Regulatory assets under management: $27.6M.

Registration

• CRD: 322154
• Type: Registered investment adviser
• Phone: 404-854-4067
• Latest filing: 2026-02-18
• Regulatory AUM: $27.6M
• Discretionary AUM: $27.6M
• Clients: 3
• Accounts: 34

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 322154 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search