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Blossom Wealth Management, LLC (San Ramon)


Blossom Wealth Management, LLC is an adviser based in San Ramon. It manages $42 million of regulatory assets for 466 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of California.

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Blossom Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Blossom Wealth Management: assets under management

The assets under management (AUM) of Blossom Wealth Management, LLC is $42 million. The firm's AUM has grown by 58% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $38 million in discretionary accounts and $4 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $89.62 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $95.24 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Blossom Wealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, subscription fees, fixed fees, and commissions. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Paul Michael Ferreri Member 1 Jan 2008 50% - 75% 2663774
Arthur Warton Schwartz Member 1 Jan 2008 50% - 75% 2652648

Based in San Ramon

The principal office where Blossom Wealth Management, LLC performs its advisory services is located at 2141 N. Donovan Way, San Ramon, CA 94582 The mailing address of the firm is Po Box 125, Alamo, CA 94507. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 925-833-9999 or by fax 877-665-8765. The normal business hours are 6:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.blossomwm.com.


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