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).
Total Assets Under Management61MILLION
Total Number of Accounts656ACCOUNTS
Average Account Value$93,293
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- 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
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.
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.