BLOOMWOOD
BLOOMWOOD CAPITAL ADVISORS, LLC
CRD 322154
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
$27.6M
Discretionary AUM
$27.6M
Team
3 total employees; 1 advisory reps; 5 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-18
Disciplinary history
No
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $1.0M |
| High net worth individuals | 17 | $13.7M |
| Pension/profit sharing plans | 5 | $12.5M |
| Corporations/business entities | 1 | $419K |
All web addresses on file
- https://www.bloomwoodcapital.com
- https://www.facebook.com/bamberg2
- https://www.youtube.com/@bloomwoodfp
- https://podcasts.apple.com/us/podcast/wealth-breakdown/id1778522619
- https://open.spotify.com/show/098AWkahqNVjjAm8Ya71bP?si=edb92b294886438a
- https://x.com/billzamberg
- https://www.facebook.com/profile.php?id=100069639591247
- https://www.instagram.com/bamberg2/
Official SEC filing: View on IAPD