SourcingSourcing

BLOOM INVESTMENT ADVISORS, LLC

C36
CRD 317405·SEC 801-122795·SAN FRANCISCO, CA
AUM
$17.7M
<$25M
Est. Revenue
$177K
@ 1% on AUM
Est. EBITDA
$53K
@ 30% margin
Est. Deal Value
$426K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BLOOM INVESTMENT ADVISORS, LLC
CRD
317405
SEC file #
801-122795
EIN
—
DBA names
—

Economics

AUM
$17.7M
AUM band
<$25M
AUM trajectory
'25'26
$11.6M → $17.7M▲ +53%
Client mix
Individuals Other71,486

Operations

Employees (total)
6
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'22'26
1 advisors → 1 advisors▬ 0%
Primary office
SAN FRANCISCO CA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsEducational Seminars Workshops
Fee basis
Subscription fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
twitter.com/joinbloomapp(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CONTOUR LABS, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
CONTOUR LABS, INC.
Hwang, Jae Weon
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:bloom.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
No

People (1)

1
Hwang, Jae Weon
Executive Officer · 2.5%
8133414