Co-Trustee · Blossom Wealth Management, LLC
Allison M. Stokes
CRD 7623041 · Named on Form ADV at one SEC-registered adviser
At a glance
Blossom Wealth Management, LLC, an SEC-registered wealth manager with $368 million in regulatory assets, lists Allison M. Stokes on its Form ADV as Co-Trustee, a control person.
Firms and roles
- Blossom Wealth Management, LLCCo-TrusteeWealth manager · United States · $368M in regulatory assets
AtlasMembers
Allison’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- James E. SalterCCO, COO, Blossom Wealth Management, LLC
- George A. SalterCEO, Blossom Wealth Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Allison’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.