# Next Bloom Wealth

> Next Bloom Wealth is a state-registered investment advisory firm in Gladstone, MO, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 28, 2026.

- CRD: 322155
- Filed as: NEXT BLOOM WEALTH
- Legal name: Next Bloom Wealth LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Gladstone, MO
- Filing period: October 2026
- Form ADV filing dated: April 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/322155
- AdvisorCensus page: https://advisorcensus.com/firm/next-bloom-wealth-gladstone-mo-322155

## Quick answers

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

**Where is Next Bloom Wealth located?**
Next Bloom Wealth's principal office is in Gladstone, MO, according to its Form ADV.

**Is Next Bloom Wealth registered with the SEC or a state?**
Next Bloom Wealth is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 322155.

**How much does Next Bloom Wealth manage?**
Next Bloom Wealth reports $28,483,070 in regulatory assets under management in its Form ADV filing dated April 28, 2026 (100% discretionary).

**What types of clients does Next Bloom Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (28); high net worth individuals (9).

**Does Next Bloom Wealth 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/322155

## 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: $28,483,070
- Discretionary: $28,483,070
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 28 | $14,765,661 |
| High net worth individuals | 9 | $13,717,409 |

### 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
- Other

### Firm details
- Registered since: 2022 (4 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KS, MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- nextbloomwealth.com
- nextdoor.com/pages/next-bloom-wealth
- Facebook @Next-Bloom-Wealth
- Instagram @nextbloomwealth
- LinkedIn @next-bloom-wealth
- YouTube @NextBloomWealth

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Next Bloom Wealth (CRD 322155): Form ADV filing data as of October 2026.