SourcingSourcing

BLUUM INVEST LLC

C38
CRD 340474·SEC 801-135447·LOS ANGELES, CA
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BLUUM INVEST LLC
CRD
340474
SEC file #
801-135447
EIN
—
DBA names
—

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
—

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
—
Primary office
LOS ANGELES CA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/04/2026
ADV-W filed at
—
Website
bluuminvest.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BLUUM FINANCE, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
BLUUM FINANCE, INC.
Sonusi, Opeyemi
Solo Advisor Indicator
Yes
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
ok
Rdap Domain
BLUUMINVEST.COM
Rdap Domain Creation Date
2026-01-20T17:11:57Z
Rdap Firm Age Years
0
Rdap Firm Age Band
<5y
Rdap Registrar
Amazon Registrar, Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4384
Soi Zip Pct 200k Plus
0.2628
Soi Zip Returns 200k Plus
3,860
Soi Zip Total AGI
6,694,287
Fdic Zip Total Deposits
94,465,476,000
Fdic Zip Branch Count
444
Fdic Zip Top Banks
Comerica Bank
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (23)

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
Fdic Zip Branches Raw
First Interstate Bank of CaliforniaLos Angeles, CA
Home Savings of America, FSBLos Angeles, CA
Fdic Zip HHI
1282.77
Fdic Zip Top Bank Share Pct
23.6
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-01-20T17:11:57Z
Rdap Domain Last Changed
2026-01-20T17:22:16Z
Rdap Nameservers
Ns-1000.awsdns-61.netNs-1271.awsdns-30.orgNs-2028.awsdns-61.co.ukNs-310.awsdns-38.com
Rdap Secure Dns Enabled
No
Rdap Status
Active
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI38,038
Returns3,550
Stub 2
AGI73,747
Returns2,020
Stub 3
AGI95,962
Returns1,550
Soi Zip Total Business Income
301,925
Soi Zip Total Cap Gains
1,308,658
Soi Zip Total Dividends
309,793
Soi Zip Total Returns
14,690
Trust Company Affiliate
No

People (2)

2
Sonusi, Opeyemi
Executive Officer · 2.5%
8216995
Eyitayo, Damilola
Executive Officer · 2.5%
8216992