Fee-only adviser · Alamo, CA
Blossom Wealth Management, LLC
Blossom Wealth Management, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with a mailing address in Alamo, California (its office is a private residence, so the street address is not published). On its latest Form ADV, filed March 26, 2026, it reports $368M in regulatory assets under management, 258 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 150402 · SEC file 801-118107 |
| Office | Alamo, CA (mailing address; office not published) |
| Phone | (925) 833-9999 |
| Website | www.blossomwm.com |
| Regulatory assets under management | $368M ($364M discretionary) |
| Individual clients | 206 non-high-net-worth, 52 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 26, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Alamo
- Lodestar Private Asset Management LLC $1.3B
- Pring Turner $297M
- Koch Capital Management LLC $50M
- Rudney Associates $940M
See all 5 fee-only advisers in Alamo →
Nearby
- Walnut Creek 34 firms
- Danville 11 firms
- Moraga 4 firms
- San Ramon 15 firms
- Clayton 1 firm
- Lafayette 10 firms
- Pleasant Hill 2 firms
- Concord 4 firms
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