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Blossom Wealth Management
Blossom Wealth Management was established in 2009. It functions as a multi-family office and SEC-registered advisor. The firm delivers financial planning,...
Blossom Wealth Management
Blossom Wealth Management was established in 2009. It functions as a multi-family office and SEC-registered advisor. The firm delivers financial planning, portfolio management and wealth advisory to affluent clients. The firm allocates across private equity, real estate and fund-of-funds vehicles. Confirmed public market positions include 2,601 shares of American Tower Corporation valued at $575,000 and 2,990 shares of Xylem Inc. valued at $387,000 as of Q2 2025 filings. Geographic reach centers on North America with indicated exposure to Africa and South America. The firm has shown interest in ClimateTech and sustainable strategies. Assets under management stand at 336 million USD. The firm maintains relationships with Schwab Advisor Services as custodian and Newmeyer Dillion for legal advisory. Michael T. Krueger serves on the Board of Advisors and mentors at Clean Tech Open. December 2025 filings showed incremental additions to existing equity positions. The firm operates as an appointed representative of St. James's Place Wealth Management plc in the United Kingdom. This structure creates a hybrid regulatory posture between U.S. RIA requirements and U.K. appointed-representative obligations.
General information
Firm type
Multi Family Office
Year founded
2009
Location
Region
North America
Country
United States
City
Alamo
Corporate office
P.O. Box 125, Alamo, CA, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Blossom Wealth Management?
No named chief investment officer or managing principal appears in public records. Investment activity is documented through 13F filings that list specific equity purchases.
Does Blossom Wealth Management participate in fund commitments or only direct deals?
The firm maintains confirmed exposure to private equity and fund-of-funds vehicles alongside direct public equity purchases such as American Tower Corporation.
What investment stages does Blossom Wealth Management typically target?
Public records show activity in large-cap public equities and infrastructure assets. Private equity and real estate allocations are confirmed but lack stage-specific detail.
How is Blossom Wealth Management related to St. James's Place Wealth Management plc?
Blossom Wealth Management Ltd (UK) acts as an appointed representative of St. James's Place Wealth Management plc under Financial Conduct Authority rules.
Does Blossom Wealth Management maintain philanthropic structures?
The firm lists a connection to St. James's Place Charitable Foundation in the United Kingdom, though specific donation amounts or governance separation are not disclosed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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