# Bloomer Financial Planning LLC

Bloomer Financial Planning LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/james-bloomer-cfp%c2%ae-17a1a51

## Regulatory record

- **CRD number:** 309080
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/309080

## About

BLOOMER FINANCIAL PLANNING LLC is a state-registered investment adviser with $36 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

## Questions

### Who runs investment decisions at Bloomer Financial Planning LLC?

No named principals or investment decision-makers have been publicly identified for Bloomer Financial Planning LLC. The firm does not appear in common regulatory filings or public business databases with individual names attached.

### What investment strategy does Bloomer Financial Planning LLC follow?

The firm's investment strategy is not disclosed. No asset-class mix, stage preferences, or sector focuses have been publicly reported.

### Does Bloomer Financial Planning LLC participate in direct deals or fund commitments?

No public information exists on the firm's deal-making approach. It is not known to participate in direct investments, fund-of-funds, or co-investments.

### Where is Bloomer Financial Planning LLC based?

The firm's headquarters location has not been publicly confirmed. No office addresses appear in state business registries or financial advisor databases.

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Last updated: 2026-07-06T01:24:12.630Z

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