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Goldbloom Wealth Management LLC Employee Directory

Financial ServicesWashington, United States2-10 Employees

Goldbloom Wealth Management LLC is a financial services firm based in Bellevue, Washington. It operates as fiduciaries, prioritizing transparency, avoiding hidden fees, and always acting in the client's best interest. The firm emphasizes a values-based approach to money management, treating money as a tool to support meaningful life goals. 
The firm takes time to understand clients on a personal level, learning what matters most to them, including family, charitable aims, travel, and other life priorities, and then builds plans around those values. It adopts a multi-generational perspective, planning for the client as well as their descendants, and it invites family involvement to balance communication and privacy while addressing concerns. As a small firm, it maintains a close, personalized client relationship.

Find Goldbloom Wealth Management LLC employees' phone numbers or email addresses

Goldbloom Wealth Management LLC Global Highlights

Location
Employees

North America
10

Minus sign iconPlus sign icon
  • United States Of America
    10

Goldbloom Wealth Management LLC's Leadership

  • Representative, Chief Executive Officer And Trusted Advisor at Goldbloom Wealth Management LLC
    S. G.
    Representative, Chief Executive Officer And Trusted Advisor
    Mobile Phone
  • Lead Wealth Advisor at Goldbloom Wealth Management LLC
    E. W.
    Lead Wealth Advisor
    Mobile Phone
  • Client Service Associate at Goldbloom Wealth Management LLC
    L. G.
    Client Service Associate
    Mobile Phone
  • Trusted Advisor at Goldbloom Wealth Management LLC
    S. G.
    Trusted Advisor
    Mobile Phone
  • Financial Operations Assistant at Goldbloom Wealth Management LLC
    V. A.
    Financial Operations Assistant
    Mobile Phone
  • Event Coordinator at Goldbloom Wealth Management LLC
    E. G.
    Event Coordinator
    Mobile Phone
  • Wealth Management Intern at Goldbloom Wealth Management LLC
    J. W.
    Wealth Management Intern
    Mobile Phone
  • Financial Operations Coordinator at Goldbloom Wealth Management LLC
    R. C.
    Financial Operations Coordinator
    Mobile Phone

Goldbloom Wealth Management LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Other

Contact profiles from Goldbloom Wealth Management LLC

Name
Title
Contact
Location
Last Update
  • Representative, Chief Executive Officer And Trusted Advisor at Goldbloom Wealth Management LLC
    S. G.
    Representative, Chief Executive Officer And Trusted Advisor
    Mobile Phone
    United States, California
    Jun 11, 2025
  • Lead Wealth Advisor at Goldbloom Wealth Management LLC
    E. W.
    Lead Wealth Advisor
    Mobile Phone
    United States, Washington
    Jun 05, 2025
  • Client Service Associate at Goldbloom Wealth Management LLC
    L. G.
    Client Service Associate
    Mobile Phone
    United States, Washington
    May 19, 2025
  • Trusted Advisor at Goldbloom Wealth Management LLC
    S. G.
    Trusted Advisor
    Mobile Phone
    United States, Washington
    Jun 11, 2025
  • Financial Operations Assistant at Goldbloom Wealth Management LLC
    V. A.
    Financial Operations Assistant
    Mobile Phone
    United States, Washington
    Jun 01, 2025
  • Event Coordinator at Goldbloom Wealth Management LLC
    E. G.
    Event Coordinator
    Mobile Phone
    United States, Washington
    Feb 19, 2025
  • Wealth Management Intern at Goldbloom Wealth Management LLC
    J. W.
    Wealth Management Intern
    Mobile Phone
    United States, California
    Oct 16, 2024
  • Financial Operations Coordinator at Goldbloom Wealth Management LLC
    R. C.
    Financial Operations Coordinator
    Mobile Phone
    United States, Washington
    Oct 23, 2024
  • Wealth Management Intern at Goldbloom Wealth Management LLC
    T. G.
    Wealth Management Intern
    Mobile Phone
    United States, Washington
    Oct 18, 2024
  • Marketing Manager And Executive Administrator at Goldbloom Wealth Management LLC
    D. V.
    Marketing Manager And Executive Administrator
    Mobile Phone
    United States, Washington
    May 18, 2025

Frequently Asked Questions

What is Goldbloom Wealth Management LLC known for?

Minus sign iconPlus sign iconGoldbloom Wealth Management LLC was founded in 2010 and operates in the Financial Services industry. You can contact Goldbloom Wealth Management LLC's main corporate office by phone at
+1-206-528-****
. Explore Goldbloom Wealth Management LLC's company overview page for more information.

What is Goldbloom Wealth Management LLC's most common email format?

Minus sign iconPlus sign iconGoldbloom Wealth Management LLC employees' email format typically follows the pattern of FirstL@gwmteam.com. Trying to find reliable and up-to-date employee contact data? Find more Goldbloom Wealth Management LLC email formats with LeadIQ.

How many employees does Goldbloom Wealth Management LLC have currently?

Minus sign iconPlus sign iconGoldbloom Wealth Management LLC has approximately 7 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Goldbloom Wealth Management LLC's key employees and leadership?

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As of August 2026, Goldbloom Wealth Management LLC's key employees include:

  • Representative, Chief Executive Officer And Trusted Advisor: S. G.
  • Lead Wealth Advisor: E. W.
  • Client Service Associate: L. G.
  • Trusted Advisor: S. G.
  • Financial Operations Assistant: V. A.

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