Goldbloom Wealth Management Llc
State-registered
Insurance-Affiliated · Small ($100M–$1B)
CRD 153678
· Mercer Island, WA
· gwmteam.com
☆ Save with Pro
ADV data as of Mar 31, 2026
- Regulatory AUM
- $101M
- Discretionary
- $101M
- Clients
- 145
- Avg AUM / client
- $695K
- Accounts
- 1,233
- Employees
- 7
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 107 | $32.0M | 31.8% |
| High net worth individuals | 38 | $68.8M | 68.2% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Steven Arthur Goldbloom | Registered representative | Apr 2010 (16y) | ||
| Joshua Spiegelman | Registered representative | Mar 2016 (10y) | ||
| David Elliott Gearring | Registered representative | Jan 2021 (6y) | ||
| Eric Robert Williams | Registered representative | May 2022 (4y) | ||
| Ian Lyman Fink | Registered representative | Jan 2025 (2y) | ||
| Vishnu Amrith | Registered representative | May 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.06 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $95.9M (95% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗