Blossom Wealth Management, Llc
- Regulatory AUM
- $368M
- Discretionary
- $364M
- Clients
- 258
- Avg AUM / client
- $1.4M
- Accounts
- 344
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 26, 2026
Investments (13F portfolio — 74 positions, $67,408,610)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | COM | $10,458,133 | 59,966 | 15.5% | 2.84% |
| 2 | Schwab Strategic Tr | INTL EQTY ETF | $3,798,407 | 153,471 | 5.63% | 1.03% |
| 3 | Apple Inc | COM | $2,822,520 | 11,121 | 4.19% | 0.77% |
| 4 | Innovator Etfs Trust | EQUITY DEF PROTN | $2,152,742 | 84,787 | 3.19% | 0.58% |
| 5 | Schwab Strategic Tr | US SML CAP ETF | $2,009,928 | 69,117 | 2.98% | 0.55% |
| 6 | Schwab Strategic Tr | US AGGREGATE B | $1,940,058 | 83,551 | 2.88% | 0.53% |
| 7 | Vanguard Specialized Funds | DIV APP ETF | $1,909,733 | 8,880 | 2.83% | 0.52% |
| 8 | Vanguard Index Fds | S&P 500 ETF SHS | $1,815,683 | 3,039 | 2.69% | 0.49% |
| 9 | Ishares Tr | CORE INTL AGGR | $1,740,041 | 34,773 | 2.58% | 0.47% |
| 10 | Ishares Gold Tr | ISHARES NEW | $1,625,935 | 18,443 | 2.41% | 0.44% |
| 11 | Schwab Strategic Tr | US BRD MKT ETF | $1,610,578 | 64,166 | 2.39% | 0.44% |
| 12 | Schwab Strategic Tr | US LCAP VA ETF | $1,527,837 | 50,093 | 2.27% | 0.41% |
| 13 | Microsoft Corp | COM | $1,336,043 | 3,609 | 1.98% | 0.36% |
| 14 | Netflix Inc. | COM | $1,121,482 | 11,664 | 1.66% | 0.3% |
| 15 | Vanguard Index Fds | MID CAP ETF | $1,104,781 | 3,847 | 1.64% | 0.3% |
| 16 | Innovator Etfs Trust | US EQTY PWR BUF | $1,101,467 | 27,468 | 1.63% | 0.3% |
| 17 | Vanguard Scottsdale Fds | INTER TERM TREAS | $1,079,320 | 18,124 | 1.6% | 0.29% |
| 18 | Amazon Com Inc | COM | $1,043,591 | 5,011 | 1.55% | 0.28% |
| 19 | Johnson & Johnson | COM | $961,871 | 3,935 | 1.43% | 0.26% |
| 20 | Dimensional Etf Trust | SHORT DURATION F | $920,206 | 19,219 | 1.37% | 0.25% |
| 21 | Invesco Exch Trd Slf Idx Fd | BULSHS 2027 CB | $881,319 | 44,908 | 1.31% | 0.24% |
| 22 | Vanguard Whitehall Fds | INTL DVD ETF | $871,508 | 9,852 | 1.29% | 0.24% |
| 23 | Exxon Mobil Corp | COM | $871,374 | 5,136 | 1.29% | 0.24% |
| 24 | International Business Machs | COM | $818,312 | 3,376 | 1.21% | 0.22% |
| 25 | Visa Inc | COM CL A | $814,578 | 2,695 | 1.21% | 0.22% |
Top 25 of 74 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 206 | $76.7M | 20.8% |
| High net worth individuals | 52 | $287M | 77.9% |
| Charitable organizations | Fewer than 5 clients | $538K | 0.15% |
| Corporations and other businesses | Fewer than 5 clients | $4.2M | 1.14% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| George Albert Salter | Ceo | CFP | Jun 2009 (17y) | ≈ 12.5% – 37.5% via The Dsf Living Trust Dated October 8, 2004 |
| James Edward Salter | Cco, Coo | Jun 2009 (17y) | ≈ 12.5% – 37.5% via The Salter/Stokes Family Trust Dated October 14, 2009 | |
| Davidson, Nicole, Alyssa | Co Trustee | Oct 2009 (17y) | ≈ 12.5% – 37.5% via The Dsf Living Trust Dated October 8, 2004 | |
| Stokes, Allison, Marie | Co Trustee | Oct 2009 (17y) | ≈ 12.5% – 37.5% via The Salter/Stokes Family Trust Dated October 14, 2009 | |
| Craig Ewing Braemer | Registered representative | CFP CFA | Feb 2018 (8y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Dsf Living Trust Dated October 8, 2004 | Member | Oct 2009 | A | 50% – 75% |
| The Salter/Stokes Family Trust Dated October 14, 2009 | Member | Oct 2009 | A | 50% – 75% |
Estimated effective ownership (look-through of filed bands):
- George Albert Salter: 25% – 50% of The Dsf Living Trust Dated October 8, 2004 × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
- James Edward Salter: 25% – 50% of The Salter/Stokes Family Trust Dated October 14, 2009 × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
- Davidson, Nicole, Alyssa: 25% – 50% of The Dsf Living Trust Dated October 8, 2004 × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
- Stokes, Allison, Marie: 25% – 50% of The Salter/Stokes Family Trust Dated October 14, 2009 × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 939 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $365M (99% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗