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DG
DG
David Elliott Gearring
Goldbloom Wealth Management LLC
20 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Estate Planning
Tax Planning
High Net Worth
Goldbloom Wealth Management LLC
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
5 advisors
Number of Clients
162 clients
Average Client Portfolio
$598K average
Assets Under Management
$96.9M
Fee Structure
Minimum Investment:
$200K
Investment Management
Planning
AUM-Based Fees (Tiered)
Assets Under Management
Annual Fee
Up to $500K
2.00%
$500K - $1.0M
1.75%
$1.0M - $5.0M
1.50%
$5M+
1.25%
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0
$500K
$1M
$5M
$20M
Estimated Annual Fee
—
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Location
7900 SE 28th Street, Suite 500, Mercer Island, WA, 98040
Get directions
History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
.
Judgment / Lien
April 2014
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Goldbloom Wealth Management LLC
January 2021 - Present · 5 yrs 1 mo
Previous Registrations
E*trade Securities LLC
Broker
June 2009 - August 2016 · 7 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Broker
January 2008 - April 2009 · 1 yr 3 mos
Gpc Securities, INC.
Broker
July 2000 - January 2008 · 7 yrs 6 mos
State Registrations
1 state
WA
Advisor
Exams
No exam information available for this advisor.