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Blossom Wealth Management

Multifamily office listing in Singapore.

  • SEC-registered
Regulatory AUM
$368 million
Employees
3
Clients
51-100
SEC CRD
150402

Blossom Wealth Management provides investment management, financial planning, and family-office advisory services for affluent individuals, entrepreneurs, business owners, and professionals in entertainment and sports.12

Overview

Blossom Wealth Management, LLC is an SEC-registered investment adviser with CRD 150402 and SEC file number 801-118107. The firm’s SEC registration is listed as approved by the Investment Adviser Public Disclosure database.1

The firm provides investment management and financial planning advice. Its process includes personal interviews, reviews of each client’s financial circumstances and goals, risk-tolerance assessment, portfolio construction, and ongoing monitoring.2

Blossom says it creates customized portfolios, educates clients about investments, and uses diversified holdings to build cohesive portfolios.2

History

George Salter and James E. Salter are identified as co-founders of Blossom Wealth Management.3

Leadership

George Salter is CEO and co-founder. He advises business owners, corporate executives, and other individuals, and incorporates sustainable-investing principles into portfolio creation.3

James E. Salter is COO and co-founder. His work includes investment planning and asset-management strategies for institutions, trusts, endowments, corporate executives, and high-net-worth families.3

Craig Braemer is portfolio manager and holds MS, CFA®, and CFP® credentials. His background includes portfolio management, financial planning, asset allocation, and socially responsible investing.3

Services

Blossom advises entrepreneurs and business owners on financial planning, business guidance, capital raising, cash-flow modeling, acquisitions and divestitures, and restructuring.4

Its family-office services include asset management, estate-plan coordination, charitable giving, multigenerational planning, business succession, risk management, trustee advisory, and tax and compliance advisory services.5

The firm also offers a complimentary, no-obligation 30-minute financial consultation.3

What the firm offers

  • Investment management
  • Financial planning
  • Tax planning
  • Trust and fiduciary
  • Philanthropy
  • Risk and insurance
  • Business owner services

Client Focus

Blossom serves high-net-worth individuals, entrepreneurs, business owners, brands and businesses, and successful individuals in sports, music, live entertainment, and film.4

Approach

Blossom describes its approach as relationship-based and team-oriented, integrating the financial, social, and personal dimensions of wealth.4

Assets

Blossom reports $368,193,658 in regulatory assets under management in its latest Form ADV data.1

By the numbers

Regulatory AUM by year$0K$101M$203M$304M$405M202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 150402. As of .
Regulatory assets under management
YearRegulatory AUMDiscretionaryNon-discretionary
2020$142 million$135 million$7 million
2021$186 million$182 million$4 million
2022$244 million$227 million$17 million
2023$203 million$177 million$26 million
2025$336 million$331 million$4 million
2026$368 million$364 million$4 million
Average AUM per client by year$0K$392K$785K$1M$2M202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 150402. Regulatory AUM divided by the client count reported in Item 5D. Client types reported as fewer than 5 are not counted, so this is approximate. As of .
Average AUM per client
YearAverage AUM per client
2020$668,707
2021$750,783
2022$1 million
2023$717,930
2025$1 million
2026$1 million
Clients by type (2026)Individuals206High net worth individuals52
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 150402. "<5" means the firm reported fewer than 5 clients of that type. As of .
Clients by type
Client typeClients (2026)
Individuals206
High net worth individuals52
Employees by year01223202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 150402. As of .
Employees reported on Form ADV
YearEmployees
20203
20213
20223
20233
20253
20263

FAQs

What services does Blossom Wealth Management provide?

Blossom provides investment management, financial planning, business advisory services, capital-raising guidance, and family-office support.245

Who does Blossom Wealth Management serve?

The firm works with high-net-worth individuals, entrepreneurs, business owners, brands and businesses, and professionals in sports, music, live entertainment, and film.4

How does Blossom build investment portfolios?

The firm reviews a client’s circumstances, goals, and risk tolerance before constructing and monitoring a customized, diversified portfolio.2

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Sources

  1. SEC Investment Adviser Public Disclosure: Blossom Wealth Management, LLC
  2. Blossom Wealth Management: Investment Management and Financial Planning
  3. Blossom Wealth Management: About Us
  4. Blossom Wealth Management: Who We Work With
  5. Blossom Family Office Services Chart

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.

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