Investment adviser representative · Goldbloom Wealth Management LLC
Steven A. Goldbloom
CRD 5783643 · Mercer Island, WA
At a glance
Steven A. Goldbloom is an investment adviser representative with Goldbloom Wealth Management LLC in Mercer Island, WA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Steven’s SEC record dates to 2010, about 16 years ago.
Current advisory firms
- Goldbloom Wealth Management LLCSince April 2010Mercer Island, WA · State-registered or not in the SEC’s list
- FartherSince April 2026Mercer Island, WA · $16B in regulatory assets
SEC adviser record
- Registered since
- 2010 (16 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Steven’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.