Multi-Family OfficeRIA · CRD 322155SEC-Registered

Updated:

NEXT BLOOM WEALTH

NEXT BLOOM WEALTH is an SEC-registered investment adviser in GLADSTONE, MO. The firm manages approximately $28 million in regulatory assets. It has 2 employees...

NEXT BLOOM WEALTH

NEXT BLOOM WEALTH is an SEC-registered investment adviser in GLADSTONE, MO. The firm manages approximately $28 million in regulatory assets. It has 2 employees and 2 investment advisers.

General information

Firm type

Multi Family Office

Location

City

Gladstone, MO

Frequently asked questions

Who runs investment decisions at NEXT BLOOM WEALTH?

No named investment principals or decision-makers are publicly recorded for NEXT BLOOM WEALTH. The firm's leadership structure is not disclosed in regulatory filings, media reports, or the firm's own limited online presence. Prospective allocators would need to request this information directly from the firm.

Does NEXT BLOOM WEALTH disclose any portfolio companies or investments?

No. There are no publicly documented portfolio companies, direct investments, or fund commitments associated with NEXT BLOOM WEALTH. The firm has not appeared in any known deal announcements, regulatory filings, or media coverage that would reveal holdings. This absence of data may be intentional or reflect a very small operational footprint.

How does NEXT BLOOM WEALTH source deal flow?

There is no public information on how NEXT BLOOM WEALTH sources investment opportunities. Without named relationships, co-investment partners, or conference participation, the firm's sourcing model is opaque. Multi-family offices typically rely on networks of advisors, but this cannot be confirmed for NEXT BLOOM WEALTH.

Is NEXT BLOOM WEALTH a registered investment advisor?

NEXT BLOOM WEALTH does not appear in SEC filings or state-level RIA databases as of available records. Many family offices operate below regulatory registration thresholds if they manage only family assets and have fewer than 15 clients. This legal status would make public disclosures minimal.

What investment stages does NEXT BLOOM WEALTH target?

No investment stage preferences (venture, growth, buyout, credit, or real assets) are documented for NEXT BLOOM WEALTH. Without disclosed deals or mandates, it is impossible to determine whether the firm focuses on early-stage, growth, or opportunistic strategies across any asset class.

Profile maintained by 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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