DFX Intelligence

Data Factory

RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

BLOOM FINANCIAL, LLC

CRD 286324

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:dfb1c62b-96ce-b168-fb4f-1d65e4341492

Data as of May 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 4
On other graphs: 0
Observed: May 20, 2026 to May 20, 2026
1 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: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $39.8MItem 5.F on the latest filing (2026-05-20); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $39.8MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Employees: 2
Advisory employees: 2
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 225
Individual clients: 222
High net worth clients: 3
CRD: 286324
Filings on the tape: 1
First filed: May 20, 2026
Latest filed: May 20, 2026
Organised: Limited Liability Company, CO

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
AMY LOUISE BLOOM	n/a	WESTMINSTER, CO	0	29	2	no
MITCHELL LEWIS BLOOM	n/a	WESTMINSTER, CO	0	39	6	no

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
2	0	2	n/a	1	0	0	2	2

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
FOURSTAR WEALTH ADVISORS, LLC	2	Jan 31, 2024	Aug 17, 2023	WESTMINSTER, CO	Team lift out	Other	100.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
FOURSTAR WEALTH ADVISORS, LLC	2	Feb 14, 2025	Jul 14, 2026	CHICAGO, IL	Team lift out	RIA to state RIA	4.8%

Relationships

Registered with (2)

← MITCHELL LEWIS BLOOMAdvisorregistration: previous registration
Dec 1, 2017 to Jan 31, 2024factForm ADV
← AMY LOUISE BLOOMAdvisorregistration: previous registration
May 23, 2018 to Jan 31, 2024factForm ADV

Moved with (1)

→ FOURSTAR WEALTH ADVISORS, LLCRegistered adviser2 advisors, team lift out, same day
Jan 31, 2024 to Aug 17, 2023factForm ADV

Dated events

Occurred
Feb 14, 2025
Team lift-out
2 advisors left Fourstar Wealth Advisors, LLC (Chicago, IL) for Bloom Financial, LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Jan 31, 2024
Team lift-out
2 advisors left Bloom Financial, LLC (Westminster, CO) for Fourstar Wealth Advisors, LLC on the same day
Form ADVobserved 5 days ago
2 advisors
Occurred
Jan 31, 2024
Advisor changed firm
Amy Louise Bloom left Bloom Financial, Llc for Fourstar Wealth Advisors, Llc (registered 2023-08-17)
Form ADVobserved 5 days ago
Occurred
Jan 31, 2024
Advisor changed firm
Mitchell Lewis Bloom left Bloom Financial, Llc for Fourstar Wealth Advisors, Llc (registered 2023-07-06)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:dfb1c62b-96ce-b168-fb4f-1d65e4341492
First observed: May 20, 2026
Last observed: May 20, 2026 4 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.

BLOOM FINANCIAL, LLC

CRD 286324

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:dfb1c62b-96ce-b168-fb4f-1d65e4341492

Data as of May 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:52 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

AMY LOUISE BLOOM

n/a

WESTMINSTER, CO

MITCHELL LEWIS BLOOM

n/a

WESTMINSTER, CO

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

FOURSTAR WEALTH ADVISORS, LLC

Jan 31, 2024

Aug 17, 2023

WESTMINSTER, CO

Team lift out

Other

100.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

FOURSTAR WEALTH ADVISORS, LLC

Feb 14, 2025

Jul 14, 2026

CHICAGO, IL

Team lift out

RIA to state RIA

4.8%