# Goldbloom Wealth Management LLC

> Goldbloom Wealth Management LLC is a state-registered investment advisory firm in Mercer Island, WA, registered since 2010, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 153678
- Filed as: GOLDBLOOM WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Mercer Island, WA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/153678
- AdvisorCensus page: https://advisorcensus.com/firm/goldbloom-wealth-management-llc-mercer-island-wa-153678

## Quick answers

**How is Goldbloom Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Goldbloom Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Goldbloom Wealth Management LLC located?**
Goldbloom Wealth Management LLC's principal office is in Mercer Island, WA, according to its Form ADV.

**Is Goldbloom Wealth Management LLC registered with the SEC or a state?**
Goldbloom Wealth Management LLC is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 153678.

**How much does Goldbloom Wealth Management LLC manage?**
Goldbloom Wealth Management LLC reports $100,773,272 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Goldbloom Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (107); high net worth individuals (38).

**Does Goldbloom Wealth Management 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/153678

## 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: $100,773,272
- Discretionary: $100,773,272
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 107 | $31,997,693 |
| High net worth individuals | 38 | $68,775,579 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2010 (16 years)
- Employees: 7 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- gwmteam.com
- Facebook @GoldbloomWealthManagement
- LinkedIn @goldbloom-wealth-management-llc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Goldbloom Wealth Management LLC (CRD 153678): Form ADV filing data as of October 2026.