NEXT BLOOM WEALTH

NEXT BLOOM WEALTH of GLADSTONE, MO is an SEC-registered investment adviser (CRD 322155). Regulatory assets under management: $28.5M.

Registration

• CRD: 322155
• Type: Registered investment adviser
• Location: 7001 N LOCUST ST. #C208, GLADSTONE, MO, 64118
• Phone: (816) 307-0548
• Latest filing: 2026-04-28
• Regulatory AUM: $28.5M
• Discretionary AUM: $28.5M
• Clients: 2
• Accounts: 114

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 322155 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search