# Blossom Balance LLC

> Blossom Balance LLC is a state-registered investment advisory firm in Gainesville, GA, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 26, 2026.

- CRD: 338937
- Filed as: BLOSSOM BALANCE LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Gainesville, GA
- Filing period: October 2026
- Form ADV filing dated: February 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/338937
- AdvisorCensus page: https://advisorcensus.com/firm/blossom-balance-llc-gainesville-ga-338937

## Quick answers

**How is Blossom Balance LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Blossom Balance LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Blossom Balance LLC located?**
Blossom Balance LLC's principal office is in Gainesville, GA, according to its Form ADV.

**Is Blossom Balance LLC registered with the SEC or a state?**
Blossom Balance LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 338937.

**How much does Blossom Balance LLC manage?**
Blossom Balance LLC reports $5,615,000 in regulatory assets under management in its Form ADV filing dated February 26, 2026 (100% discretionary).

**What types of clients does Blossom Balance LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (16).

**Does Blossom Balance LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/338937

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $5,615,000
- Discretionary: $5,615,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 16 | $5,615,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- blossombalancewealth.com
- likedin.com/in/shetalksmoney
- Instagram @shetalksmoney360
- Facebook @SHETalksMoney
- X @shetalksmoney

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Blossom Balance LLC (CRD 338937): Form ADV filing data as of October 2026.