Investment adviser · CRD 166284

BLOOMBERGBLACK

Investment adviser filing (IA)

BLOOMBERG WEALTH LLC

NEW YORK, NY, United States · Form ADV filed May 15, 2013

Regulatory AUM
$221M
Form ADV · Item 5.F
Client accounts
376
Accounts, not individual clients
Employees
45
Reported in this filing
Advisory professionals
11
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: May 15, 2013. View historical filings

Reported services

Individual portfolio management · Publication of newsletters · Educational seminars

Compensation

Fixed

Principal office

120 PARK AVENUE
NEW YORK, NY, 10017-5577, United States

CRD 166284

Filing source

Form ADV 718628 · May 15, 2013 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.