David Elliott Gearring

Goldbloom Wealth Management LLC

20 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh 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

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

—

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 LLCBroker

June 2009 - August 2016 · 7 yrs 2 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

January 2008 - April 2009 · 1 yr 3 mos

Gpc Securities, INC.Broker

July 2000 - January 2008 · 7 yrs 6 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.