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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BLOSSOM WEALTH MANAGEMENT, LLC

CRD 150402

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Search this name across graphsid dfx:ria:525c2a37-d82a-4f6a-94e9-9fe8b94c8c49

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 3
On other graphs: 0
Observed: Feb 29, 2012 to Mar 26, 2026
31 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $368MItem 5.F on the latest filing (2026-03-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $364M
Private client RAUM: $363MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $123Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 3
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 344
Individual clients: 206
High net worth clients: 52
Custody, client assets: $249M
SEC number: 801-118107
CIK: 1839735
CRD: 150402
Filings on the tape: 31
First filed: Feb 29, 2012
Latest filed: Mar 26, 2026
Organised: Limited Liability Company, CA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
GEORGE ALBERT SALTER	Certified Financial Planner	ALAMO, CA \| SAN RAMON, CA	17	24	4	no
JAMES EDWARD SALTER	n/a	SAN RAMON, CA	17	19	2	no
CRAIG EWING BRAEMER	Certified Financial Planner\|Chartered Financial Analyst	LAFAYETTE, CA \| SAN RAMON, CA	8	32	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DAVIDSON, NICOLE, ALYSSA	CO-TRUSTEE	C	yes	10/2009	Aug 25, 2022	Feb 9, 2024
SALTER, GEORGE, ALBERT	Ceo	Na	yes	06/2009	Feb 29, 2012	Feb 9, 2024
SALTER, GEORGE, ALBERT	CO-TRUSTEE	C	yes	10/2009	Feb 29, 2012	Feb 9, 2024
SALTER, JAMES, EDWARD	CCO, COO	Na	yes	06/2009	Feb 29, 2012	Feb 9, 2024
SALTER, JAMES, EDWARD	CO-TRUSTEE	C	yes	10/2009	Feb 29, 2012	Feb 9, 2024
STOKES, ALLISON, MARIE	CO-TRUSTEE	C	yes	10/2009	Aug 25, 2022	Feb 9, 2024
THE DSF LIVING TRUST DATED OCTOBER 8, 2004	Member	D	yes	10/2009	Aug 25, 2022	Feb 9, 2024
THE SALTER/STOKES FAMILY TRUST DATED OCTOBER 14, 2009	Member	D	yes	10/2009	Aug 25, 2022	Feb 9, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 8 of 9

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 26, 2026	$368M	$364M	3	3	2	n/a	n/a
2024	Apr 1, 2025	$336M	$331M	3	3	2	n/a	n/a
2023	Feb 9, 2024	$270M	$243M	3	3	2	n/a	n/a
2022	Feb 24, 2023	$203M	$177M	3	3	2	n/a	n/a
2021	Feb 18, 2022	$244M	$227M	3	3	0	n/a	n/a
2020	Feb 22, 2021	$186M	$182M	3	3	0	n/a	n/a
2019	Oct 15, 2020	$167M	$164M	3	3	0	n/a	n/a
2011	Feb 29, 2012	$42.0M	$38.0M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$368M	$336M	9.7%	$203M	21.9%	3	3	2	2

Relationships

Registered with (3)

← CRAIG EWING BRAEMERAdvisorregistration: current employment
Feb 13, 2018 to presentfactForm ADV
← GEORGE ALBERT SALTERAdvisorregistration: current employment
Jun 26, 2009 to presentfactForm ADV
← JAMES EDWARD SALTERAdvisorregistration: current employment
Jun 26, 2009 to presentfactForm ADV

Controls (6)

← SALTER, GEORGE, ALBERTOwnerCO-TRUSTEE, ownership code C, individual
Feb 29, 2012 to Feb 9, 2024factForm ADV
← SALTER, JAMES, EDWARDOwnerCO-TRUSTEE, ownership code C, individual
Feb 29, 2012 to Feb 9, 2024factForm ADV
← DAVIDSON, NICOLE, ALYSSAOwnerCO-TRUSTEE, ownership code C, individual
Aug 25, 2022 to Feb 9, 2024factForm ADV
← STOKES, ALLISON, MARIEOwnerCO-TRUSTEE, ownership code C, individual
Aug 25, 2022 to Feb 9, 2024factForm ADV
← THE DSF LIVING TRUST DATED OCTOBER 8, 2004OwnerMEMBER, ownership code D, domestic entity
Aug 25, 2022 to Feb 9, 2024factForm ADV
← THE SALTER/STOKES FAMILY TRUST DATED OCTOBER 14, 2009OwnerMEMBER, ownership code D, domestic entity
Aug 25, 2022 to Feb 9, 2024factForm ADV

Dated events

Occurred
Aug 25, 2022
Control person joined
Marie Allison Stokes (Co-Trustee Of The Salter/Stokes Family Trust Dated October 14, 2009) appeared on Schedule A of Blossom Wealth Management, Llc
Form ADVobserved 6 days ago
Occurred
Aug 25, 2022
Control person joined
Alyssa Nicole Davidson (Co-Trustee Of The Dsf Living Trust Dated October 8, 2004) appeared on Schedule A of Blossom Wealth Management, Llc
Form ADVobserved 6 days ago
Occurred
Jan 22, 2020
First Form ADV filing
Blossom Wealth Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:525c2a37-d82a-4f6a-94e9-9fe8b94c8c49
First observed: Feb 29, 2012
Last observed: Mar 26, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BLOSSOM WEALTH MANAGEMENT, LLC

CRD 150402

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:525c2a37-d82a-4f6a-94e9-9fe8b94c8c49

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:49 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

GEORGE ALBERT SALTER

Certified Financial Planner

ALAMO, CA | SAN RAMON, CA

JAMES EDWARD SALTER

n/a

SAN RAMON, CA

CRAIG EWING BRAEMER

Certified Financial Planner|Chartered Financial Analyst

LAFAYETTE, CA | SAN RAMON, CA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DAVIDSON, NICOLE, ALYSSA

CO-TRUSTEE

yes

10/2009

Aug 25, 2022

Feb 9, 2024

SALTER, GEORGE, ALBERT

Ceo

yes

06/2009

Feb 29, 2012

Feb 9, 2024

SALTER, GEORGE, ALBERT

CO-TRUSTEE

yes

10/2009

Feb 29, 2012

Feb 9, 2024

SALTER, JAMES, EDWARD

CCO, COO

yes

06/2009

Feb 29, 2012

Feb 9, 2024

SALTER, JAMES, EDWARD

CO-TRUSTEE

yes

10/2009

Feb 29, 2012

Feb 9, 2024

STOKES, ALLISON, MARIE

CO-TRUSTEE

yes

10/2009

Aug 25, 2022

Feb 9, 2024

THE DSF LIVING TRUST DATED OCTOBER 8, 2004

Member

yes

10/2009

Aug 25, 2022

Feb 9, 2024

THE SALTER/STOKES FAMILY TRUST DATED OCTOBER 14, 2009

Member

yes

10/2009

Aug 25, 2022

Feb 9, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 26, 2026

$368M

$364M

n/a

2024

Apr 1, 2025

$336M

$331M

n/a

2023

Feb 9, 2024

$270M

$243M

n/a

2022

Feb 24, 2023

$203M

$177M

n/a

2021

Feb 18, 2022

$244M

$227M

n/a

2020

Feb 22, 2021

$186M

$182M

n/a

2019

Oct 15, 2020

$167M

$164M

n/a

2011

Feb 29, 2012

$42.0M

$38.0M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$368M

$336M

9.7%

$203M

21.9%