Goldbloom Wealth Management LLC

Goldbloom Wealth Management LLC (CRD# 153678) is a financial advisory firm headquartered in Bellevue, WA. They manage $44,000,000 in 847 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    847
    ACCOUNTS
  • Average Account Value
    $51,948
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

TX, WA

Financial Advisors at Goldbloom Wealth Management LLC
Showing 1 - 4 of 4 top financial advisors.
1
Steven A. Goldbloom
CRD#: 5783643
11808 Northup Way, #w100, Bellevue, WA 98005
93
Wealthminder
score

Steven Goldbloom (CRD# 5783643) is an Investment Advisor Representative working at Goldbloom Wealth Management LLC in Bellevue, WA and has over 8 years of experience in the finance industry.

2
Deborah L. Wexler
CRD#: 5196566
11808 Northup Way, #w100, Bellevue, WA 98005
93
Wealthminder
score

Deborah Wexler (CRD# 5196566) is an Investment Advisor Representative working at Goldbloom Wealth Management LLC in Bellevue, WA and has over 11 years of experience in the finance industry.

3
Joshua Spiegelman
CRD#: 2601596
11808 Northup Way, #w100, Bellevue, WA 98005
90
Wealthminder
score

Joshua Spiegelman (CRD# 2601596) is an Investment Advisor Representative working at Goldbloom Wealth Management LLC in Bellevue, WA and has over 3 years of experience in the finance industry.

4
Kevin J. Williams
CRD#: 2537082
11808 Northup Way, #w100, Bellevue, WA 98005
83
Wealthminder
score

Kevin Williams (CRD# 2537082) is an Investment Advisor Representative working at Goldbloom Wealth Management LLC in Bellevue, WA and has over 23 years of experience in the finance industry.

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