# NEXT BLOOM WEALTH

NEXT BLOOM WEALTH is a Multi Family Office based in Gladstone, MO.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Gladstone, MO
- **Assets under management:** Undisclosed
- **Website:** https://nextbloomwealth.com
- **LinkedIn:** https://www.linkedin.com/company/next-bloom-wealth

## Regulatory record

- **CRD number:** 322155
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/322155

## About

Next Bloom Wealth offers personalized financial planning and tax-focused investment management. They create tailored strategies to align wealth with clients' life goals and emphasize relationship-driven guidance. Their holistic approach combines financial planning with tax-efficient strategies for long-term growth.

## People

- Ashley Dickson — CERTIFIED FINANCIAL PLANNER
- Alex Borgardts — CPA and Personal Financial Specialist

## Questions

### 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.

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- [Buck Wealth Strategies](https://altss.com/profile/buck-wealth-strategies-llc)
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Last updated: 2026-08-11T15:07:34.613Z

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