Blossom Wealth Management
Blossom Wealth Management LLC is a registered investment adviser headquartered in Dublin, California, United States. Founded in 2011, the firm has 3 employees, all focused on investment advisory roles. Blossom primarily serves individuals, including high net worth clients, providing wealth management and investment advice.
Investment Strategy
Blossom Wealth Management LLC provides discretionary investment management services, focusing on public equities across technology and consumer sectors. Their client base consists mainly of individuals and high net worth individuals for whom they build customized portfolios leveraging diversified holdings such as major technology firms, consumer stocks, and select ETFs. Blossom emphasizes long-term asset growth, risk mitigation, and personalized financial planning.
Top Holdings
Equity Positions (71)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 18.16% | $11.2M | 60,258 | $44.23 | $186.58 | +$1.7M |
A AAPL | APPLE INC | 4.58% | $2.8M | 11,125 | $169.61 | $254.63 | +$550.3K |
S SCHF | SCHWAB STRATEGIC TR | 4.07% | $2.5M | 108,195 | $18.72 | $23.28 | +$194.7K |
S SCHZ | SCHWAB STRATEGIC TR | 3.22% | $2.0M | 84,810 | $25.10 | $23.47 | +$115.0K |
M MSFT | MICROSOFT CORP | 3.19% | $2.0M | 3,817 | $276.21 | $517.95 | +$19.7K |