Goldbloom Wealth Management LLC

Goldbloom Wealth Management LLC (CRD# 153678) is a financial advisory firm headquartered in Mercer Island, WA. They manage $97,300,165 in 1,147 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
7900 Se 28th Street, Suite 500, Mercer Island, WA 98040
https://www.linkedin.com/company/goldbloom-wealth-management-llc/about/
By the Numbers
  • Total Assets Under Management
    97
    MILLION
  • Total Number of Accounts
    1,147
    ACCOUNTS
  • Average Account Value
    $84,830
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
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 Goldbloom, financial advisor Mercer Island WA
Steven A. Goldbloom
CRD#: 5783643
7900 Se 28th Street, Suite 500, Mercer Island, WA 98040

Steven Goldbloom (CRD# 5783643) is an Investment Advisor Representative working at Goldbloom Wealth Management LLC in Mercer Island, WA and has over 14 years of experience in the finance industry.

2
Joshua Spiegelman, financial advisor Mercer Island WA
Joshua Spiegelman
CRD#: 2601596
7900 Se 28th Street, Suite 500, Mercer Island, WA 98040

Joshua Spiegelman (CRD# 2601596) is an Investment Advisor Representative working at Goldbloom Wealth Management LLC in Mercer Island, WA and has over 9 years of experience in the finance industry.

3
David Gearring, financial advisor Mercer Island WA
David E. Gearring
CRD#: 4171046
7900 Se 28th Street, Suite 500, Mercer Island, WA 98040

David Gearring (CRD# 4171046) is an Investment Advisor Representative working at Goldbloom Wealth Management LLC in Mercer Island, WA and has over 23 years of experience in the finance industry.

4
Eric Williams, financial advisor Mercer Island WA
Eric R. Williams
CRD#: 7563564
7900 Se 28th Street, Suite 500, Mercer Island, WA 98040

Eric Williams (CRD# 7563564) is an Investment Advisor Representative working at Goldbloom Wealth Management LLC in Mercer Island, WA and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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