Blossom Wealth Management, LLC

Blossom Wealth Management, LLC (CRD# 150402) is a financial advisory firm headquartered in Alamo, CA. They manage $61,200,000 in 656 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    61
    MILLION
  • Total Number of Accounts
    656
    ACCOUNTS
  • Average Account Value
    $93,293
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Blossom Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
George A. Salter
CRD#: 4512665
San Ramon, CA
96
Wealthminder
score

George Salter (CRD# 4512665) is an Investment Advisor Representative working at Blossom Wealth Management, LLC in San Ramon, CA and has over 14 years of experience in the finance industry. George Salter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
James E. Salter
CRD#: 5143649
San Ramon, CA
93
Wealthminder
score

James Salter (CRD# 5143649) is an Investment Advisor Representative working at Blossom Wealth Management, LLC in San Ramon, CA and has over 9 years of experience in the finance industry.

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