# Money Blossoms

> Money Blossoms is a state-registered investment advisory firm, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 13, 2026.

- CRD: 318218
- Filed as: MONEY BLOSSOMS
- Legal name: Money Blossoms, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Oregon
- Filing period: October 2026
- Form ADV filing dated: September 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/318218
- AdvisorCensus page: https://advisorcensus.com/firm/money-blossoms-318218

## Quick answers

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

**Is Money Blossoms registered with the SEC or a state?**
Money Blossoms is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 318218.

**How much does Money Blossoms manage?**
Money Blossoms reports $7,645,802 in regulatory assets under management in its Form ADV filing dated September 13, 2026 (100% discretionary).

**What types of clients does Money Blossoms serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (11).

**Does Money Blossoms 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/318218

**What changed in Money Blossoms' recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $5,408,272 to $7,645,802 (+41%).

## 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: $7,645,802
- Discretionary: $7,645,802
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $2,399,198 |
| High net worth individuals | Fewer than 5 | $5,246,604 |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bsky.app/profile/moneyblossoms.bsky.social
- moneyblossoms.com
- Facebook @Money-Blossoms
- Instagram @money.blossoms
- LinkedIn @money-blossoms
- Pinterest @lissa3508
- Threads @money.blossoms
- X @moneyblossoms
- YouTube @MoneyBlossoms

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $5,408,272 to $7,645,802 (+41%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Money Blossoms (CRD 318218): Form ADV filing data as of October 2026.