Goldbloom Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Goldbloom Wealth Management LLC is a team-based registered investment adviser managing roughly $100.8 million for about 145 clients with a five-advisor team. The firm provides ongoing portfolio management, financial planning and project planning, retirement-rollover guidance, and may recommend third‑party money managers and pooled investment vehicles for individual and high‑net‑worth clients.
The firm tailors work to each client by documenting goals and constraints in an Investment Policy Statement and provides discretionary management informed by fundamental, quantitative and technical analysis as described in its brochure. GWM uses third‑party platforms and managers (currently AssetMark Trust Company and Zacks Investment Management), may employ option strategies and illiquid investments such as private placements and non‑traded REITs, and can implement accounts through an AssetMark-sponsored wrap fee program.
Several features in the brochure distinguish GWM from many peers: it discloses an affiliation with an accounting/tax and insurance services business (Goldbloom Advisory LLC d/b/a AGT Tax & Insurance Services West) and notes that the firm’s principal is a licensed insurance agent and the affiliate employs tax preparers, which can create commission and referral conflicts. The brochure also describes GWM’s role in a wrap‑fee program, its use of TPMMs and custodian institutional programs (including business development allowances), and indicates the firm advertises third‑party ratings and directs readers to independent information sources.
Client services
Expertise
Occupation focus
Fee options
Financial planning fees generally between $1,000 and $20,000, may be higher depending on complexity.
$0 - $500,000: 2.00% $500,001 - $1,000,000: 1.75% $1,000,001 - $5,000,000: 1.50% $5,000,001+: 1.25%
Advisory professionals may receive commission-based compensation for the sale of insurance products.
$150-$350 per hour for junior or para-planner, up to $500 per hour for senior planner.
Account minimum: $200,000
Main office
7900 SE 28th Street, Suite 500
Mercer Island WA 98040
Advisors at this office
6
Most active in
Texas · Washington
Also doing business as
Cceo Enterprises Dba Goldbloom & Associates · Cceo Enterprises, LLC · Goldbloom & Associates · Goldbloom Financial · Goldbloom Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Vishnu A
Series 65
Mercer Island, WA
Goldbloom Wealth Management LLC
Vishnu Amrith is a financial advisor at Goldbloom Wealth Management LLC with a Series 65 designation and three years of industry experience. Prior to joining Goldbloom, he worked at Amazon and ColdStone Creamery and attended the University of Washington, Seattle. Goldbloom Wealth Management LLC is a team-based registered investment adviser managing approximately $100.8 million for about 145 clients. The firm provides portfolio management, financial planning, and retirement-rollover guidance, utilizing fundamental, quantitative, and technical analysis along with third-party platforms and managers.
Steven G
Series 65
Mercer Island, WA
Goldbloom Wealth Management LLC
Steven Goldbloom is a financial advisor with Goldbloom Wealth Management LLC in Mercer Island, WA, holding a Series 65 credential and having 16 years of industry experience. He has been with Goldbloom Wealth Management since 2009 and also manages AGT Tax & Insurance Services. Outside of advisory, he is a speaker for Cause Based Capitalism, manages a CRM software business for insurance professionals, and serves as an ambassador-level coach providing life planning services. Goldbloom Wealth Management LLC is a team-based registered investment adviser serving individual and high-net-worth clients with tailored portfolio management, financial planning, and retirement guidance. The firm employs a discretionary investment approach informed by fundamental, quantitative, and technical analysis and utilizes third-party platforms and managers, including option strategies and illiquid investments.
Joshua S
Series 65
Mercer Island, WA
Goldbloom Wealth Management LLC
Joshua Spiegelman is a financial advisor at Goldbloom Wealth Management LLC with nine years of industry experience. He holds the Series 65 designation and has been with Goldbloom Wealth Management in various capacities since 2007. Goldbloom Wealth Management LLC provides investment supervisory services and financial planning primarily to individual and high-net-worth clients. The firm’s investment process is based on individualized Investment Policy Statements and incorporates fundamental and quantitative analysis, optimization tools, and periodic reviews, utilizing a range of strategies and third-party platforms.
Ian F
Series 65
Mercer Island, WA
Goldbloom Wealth Management LLC
Ian Fink is a Series 65-registered advisor with Goldbloom Wealth Management LLC, based in Mercer Island, WA, with one year of industry experience. His work history includes roles at Farther and the University of Washington Housing & Food Services. Goldbloom Wealth Management LLC is a team-based registered investment adviser managing about $100.8 million for roughly 145 clients. The firm offers portfolio management, financial planning, and retirement-rollover guidance to individual and high-net-worth clients, using a documented Investment Policy Statement and a combination of fundamental, quantitative, and technical analysis.
David G
Series 63, Series 65
Mercer Island, WA
Goldbloom Wealth Management LLC
David Gearring Jr. is a financial advisor at Goldbloom Wealth Management LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Goldbloom Wealth Management since 2018. Goldbloom Wealth Management LLC is a team-based registered investment adviser managing approximately $100.8 million for around 145 clients. The firm serves individual and high-net-worth clients with portfolio management, financial planning, and retirement-rollover guidance, using a documented Investment Policy Statement and a combination of fundamental, quantitative, and technical analysis.
Eric W
Series 65
Mercer Island, WA
Goldbloom Wealth Management LLC
Eric Williams is a financial advisor at Goldbloom Wealth Management LLC with four years of industry experience. He holds a Series 65 designation and has worked in various roles including at Farther and Ohana Fiduciary Corporation. Goldbloom Wealth Management LLC is a team-based registered investment adviser managing approximately $100.8 million for around 145 clients. The firm provides portfolio management, financial planning, and retirement-rollover guidance, using a documented Investment Policy Statement and a combination of fundamental, quantitative, and technical analysis.
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