Opti Bloom Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
25
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
25
TypicalAverage account size
$0
About
Opti Bloom Advisors is a small, state-registered independent advisory firm that works with individuals, high‑net‑worth clients, charitable organizations and business entities and reports no account minimum. The firm states it serves a limited client base (about 25 clients) through asset management, financial planning, and ongoing investment consulting.
The firm’s advisory process is tailored to each client’s goals, time horizon and risk tolerance and typically uses diversified portfolios combining stocks, index funds and actively managed funds. Opti Bloom describes regular portfolio monitoring, periodic rebalancing, tax‑aware recommendations and the use of fundamental, technical, charting and cyclical analysis as part of its investment work.
A few operational features distinguish Opti Bloom from many peers: it offers public seminars and workshops (charged at a modest fee and presented as educational only), a service relatively uncommon among independent solo advisers. The firm also recently added discretionary asset‑management authority yet reported zero assets under management as of August 31, 2025, and the firm’s principal maintains outside employment in supply‑chain software while acting as the sole supervised person.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Ongoing investment consulting
Expertise
General retirement planning
General tax planning
College savings (529s, UTMA, etc.)
Fee options
Seminars and workshops fee of $25 plus cost of books and materials
$0 - $1,000,000: 0.40% annually Over $1,000,000+: 0.35% annually
$200 per hour for financial planning services and ongoing investment consulting
Main office location
Opti Bloom Advisors LLC
Alpharetta GA, United States
Number of offices
1
Most active in
Opti Bloom Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Georgia · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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