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SEC-registered adviser

B•••• I••••••••• A•••••••• L••

Independent wealth managerSan Francisco, CaliforniaCRD 317405SEC 801-122795websiteIAPD
Latest filing Mar 31, 2026
First filing on the tape Nov 2, 2021 · 20 filings
SEC status approved since Dec 2, 2021
RAUM
$17.7M
reported, Item 5.F
Discretionary
0.0%
of RAUM
Private clients
100%
$17.7M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
6
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
20 filings and snapshots on the tape
RAUM$17.7M as of Mar 31, 2026
Mar 31, 2023$643,035 then
HNW client RAUM: $314,703
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 9, 20220 then
Employees (5.A)6 as of Mar 31, 2026
Mar 9, 20221 then
Private funds: no history
RAUM +53% over the last fiscal year+202% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$248derivedRAUM over accounts (5.F.2.f)
Discretionary
0.0%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year
+53%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
subscriptionreportedItem 5.E
Advisory activities
portfolio management for individuals, educational seminarsreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • marketing includes testimonials (5.L.1.c)
  • marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Individuals$17.7M100%
Individual clients
71,486reported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
71,486reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
n/areported
Class basis
private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • M••••• A••••• N•• · Ceo/Ccocontrol
        since 04/2023 · owns less than 5%
      • M••••• A••••• N•• · Shareholdercontrol
        since 04/2023 · owns 25% to 50% of C•••••• L•••• I•••
      • Y•••• S•••••• Q••••• · Shareholdercontrol
        since 04/2023 · owns 25% to 50% of C•••••• L•••• I•••
      Entity owners
      • C•••••• L•••• I••• · Member
        direct · owns 75% or more
      Related persons
      Schedule D 7.A
      No related person reported.
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Accounts · 60,212 to 71,486
        Jul 25, 2025 to Mar 31, 2026
      • Individual clients · 60,212 to 71,486
        Jul 25, 2025 to Mar 31, 2026
      • Discretionary RAUM · $11.6M to $0
        Jul 25, 2025 to Mar 31, 2026
      • Individual RAUM · $11.6M to $17.7M
        Jul 25, 2025 to Mar 31, 2026
      • Non-discretionary RAUM · $0 to $17.7M
        Jul 25, 2025 to Mar 31, 2026
      • RAUM · $11.6M to $17.7M
        Jul 25, 2025 to Mar 31, 2026
      • Financial planning clients · 0 to 0
        Mar 27, 2025 to Jul 25, 2025
      • Accounts · 28,675 to 60,212
        Jul 30, 2024 to Mar 27, 2025
      • HNW clients · 454.0 to unset
        Jul 30, 2024 to Mar 27, 2025
      • Individual clients · 28,221 to 60,212
        Jul 30, 2024 to Mar 27, 2025
      • Discretionary RAUM · $0 to $11.6M
        Jul 30, 2024 to Mar 27, 2025
      • HNW RAUM · 314703.0 to unset
        Jul 30, 2024 to Mar 27, 2025
      • Individual RAUM · $3.4M to $11.6M
        Jul 30, 2024 to Mar 27, 2025
      • Non-discretionary RAUM · $3.7M to $0
        Jul 30, 2024 to Mar 27, 2025
      • RAUM · $3.7M to $11.6M
        Jul 30, 2024 to Mar 27, 2025
      • Accounts · 10,776 to 28,675
        Jan 29, 2024 to Mar 21, 2024
      • HNW clients · unset to 454.0
        Jan 29, 2024 to Mar 21, 2024
      • Individual clients · 10,776 to 28,221
        Jan 29, 2024 to Mar 21, 2024
      • HNW RAUM · unset to 314703.0
        Jan 29, 2024 to Mar 21, 2024
      • Individual RAUM · $643,035 to $3.4M
        Jan 29, 2024 to Mar 21, 2024
      • Non-discretionary RAUM · $643,035 to $3.7M
        Jan 29, 2024 to Mar 21, 2024
      • RAUM · $643,035 to $3.7M
        Jan 29, 2024 to Mar 21, 2024
      • HQ city · unset to SAN FRANCISCO
        May 1, 2023 to May 15, 2023
      • HQ state · unset to CA
        May 1, 2023 to May 15, 2023
      • Accounts · unset to 10776.0
        Nov 3, 2022 to Mar 31, 2023
      • Individual clients · unset to 10776.0
        Nov 3, 2022 to Mar 31, 2023
      • Employees · 1 to 6
        Nov 3, 2022 to Mar 31, 2023
      • Discretionary RAUM · unset to 0.0
        Nov 3, 2022 to Mar 31, 2023
      • Individual RAUM · unset to 643035.0
        Nov 3, 2022 to Mar 31, 2023
      • Non-discretionary RAUM · unset to 643035.0
        Nov 3, 2022 to Mar 31, 2023
      • RAUM · unset to 643035.0
        Nov 3, 2022 to Mar 31, 2023
      • Accounts · 0.0 to unset
        Nov 24, 2021 to Mar 9, 2022
      • Discretionary RAUM · 0.0 to unset
        Nov 24, 2021 to Mar 9, 2022
      • Non-discretionary RAUM · 0.0 to unset
        Nov 24, 2021 to Mar 9, 2022
      • RAUM · 0.0 to unset
        Nov 24, 2021 to Mar 9, 2022
      Signals
      3 dated events
      • Sung Hyun Mo (Shareholder) no longer on Schedule A of B•••• I••••••••• A•••••••• L•• (listed 2024-03-21, absent 2024-04-23)
        Apr 23, 2024 · Control person left · inference
      • Nmn Allan Maman (Ceo/Cco) appeared on Schedule A of B•••• I••••••••• A•••••••• L••
        May 1, 2023 · Control person joined · fact
      • B•••• I••••••••• A•••••••• L•• filed its initial SEC registration (Form ADV)
        Nov 2, 2021 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      No identifier-backed link to the venture, private equity, family office or sponsor graphs.
      How to reach
      public business contact points only, each with its source
      Business email
      hello@bloomapp.comreportedpublished by the firm, firm site, Sep 17, 2026
      Firm profile
      linkedin.com/company/bloominvestreportedpublic record, Form ADV, Sep 21, 2026
      Website
      bloomapp.comreportedpublic record, Form ADV, Sep 21, 2026
      Principal office phone
      323-879-8385reportedpublic record, Form ADV, Mar 31, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Independent wealth managerderiveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026