BLUUM INVEST LLC
SEC RegisteredEmbedded Investing For your platform.
About the firm
Bluum provides embedded investing infrastructure for platforms, offering a complete stack including regulatory compliance, trading and execution, custody and clearing, money movement, and AI portfolio management tools. As a FINRA-registered broker-dealer, Bluum enables fintechs, credit unions, and individual developers to launch investment features in weeks via API-first, pre-built, or white-glove solutions.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Embedded investing infrastructure including regulatory compliance, money movement (fiat and stablecoins), trading and execution (stocks, ETFs, options, crypto), custody and clearing, AI portfolio and wealth management tools, RESTful APIs and SDKs, pre-built UI components, and white-glove custom development and implementation services.
Who they serve
Individual developers, fintechs, and credit unions building investment or financial products for their customers.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 0 | $0 |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
2 total clients reported on Form ADV.
Office locations
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $2 Million | 0.75% |
| Amounts in excess of $2 Million & up to $5 Million | 0.50% |
| Amounts in excess of $5 Million | 0.35% |
Data as of March 4, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BLUUM INVEST LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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