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BLOOM ADVISORS
Legal name: BLOOM ADVISORS, INC.
CRD 106152File 801-49217
APPROVED
Retail clients
Custody
Filing as of Apr 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.62B
Top 25% of cohort (national)
Discretionary AUM
$1.62B
Clients
1,166
1,166 accounts
Employees
21
Top 25% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 22, 1995
- Principal office
- 31275 NORTHWESTERN HWY, SUITE 145, FARMINGTON HILLS, MI, 48334-2531
- Phone
- 248-932-5200
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.62B
- Discretionary AUM
- $1.62B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,166
- Non-discretionary accounts
- 0
- Total accounts
- 1,166
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 519 | $1.27B |
| Individuals (other than high net worth individuals) | 647 | $346.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.