Opti Bloom Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary asset management, financial planning, and ongoing investment consulting to individuals, high-net-worth individuals, charitable organizations and business entities. Services include tailored investment programs, written financial plans covering investments, taxes and retirement, and public educational seminars and workshops offered to prospective clients and the public.
Portfolios are constructed to reflect each client’s stated goals, time horizon and risk tolerance, with the adviser exercising discretionary authority to implement asset allocation, security selection and periodic rebalancing. The firm uses a mix of index and actively managed funds across equities, fixed income and other asset classes, and employs both fundamental and technical methods (including charting and cyclical analysis), while considering tax effects and occasionally recommending tactical positions when it believes markets are mispricing an asset class.
Notable operational features in the brochure include the firm’s regular public seminars and workshops, which is uncommon among peers, and disclosure that the firm’s principal maintains outside employment in supply‑chain software — a detail the brochure says does not generate services for clients. The firm also relies on a third‑party custodian for custody and reporting and generally leaves proxy voting to clients, information that prospective clients may weigh alongside the firm’s investment approach.
Client services
Expertise
Fee options
$0 - $1,000,000: 0.40% annually Over $1,000,000+: 0.35% annually
$200 per hour for financial planning services and ongoing investment consulting
Main office
Alpharetta GA
Advisors at this office
1
Most active in
Georgia · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
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