AdvisorCensus / Financial advisors / California / Los Angeles / Bluum Invest LLC
Bluum Invest LLC is an SEC-registered investment advisory firm in Los Angeles, CA, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 4, 2026.
Quick answers
From the filingHow is Bluum Invest LLC compensated?
On its Form ADV (Item 5.E, October 2026), Bluum Invest LLC reports these compensation arrangements: a percentage of assets under its management.
How much does Bluum Invest LLC charge?
Its Form ADV Part 2A brochure dated January 29, 2026 states: Up to $2,000,000: 0.75% a year; $2,000,000 to $5,000,000: 0.5% a year; Above $5,000,000: 0.35% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Bluum Invest LLC located?
Bluum Invest LLC's principal office is in Los Angeles, CA, according to its Form ADV.
Is Bluum Invest LLC registered with the SEC or a state?
Bluum Invest LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 340474.
How much does Bluum Invest LLC manage?
Bluum Invest LLC reports $0 in regulatory assets under management in its Form ADV filing dated March 4, 2026.
Does Bluum Invest LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/340474
What changed in Bluum Invest LLC's recent Form ADV filings?
In the April 2026 filing data: Newly registered with the SEC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $2,000,000 | 0.75% |
| $2,000,000 to $5,000,000 | 0.5% |
| Above $5,000,000 | 0.35% |
The brochure's wording
Bluum charges most clients of its discretionary investment advisory services an annual investment management fee based on the following schedule: Assets under management Annual Fee First $2 Million 0.75% Amounts in excess of $2 Million & up to $5 Million 0.50% Amounts in excess of $5 Million 0.35%
As stated in the firm's Form ADV Part 2A brochure dated January 29, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$0 as of October 2026, filing dated March 4, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 2. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
3 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- April 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Bluum Invest LLC (CRD 340474): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/bluum-invest-llc-los-angeles-ca-340474