Darren Bloom
Wealthetic · San Diego, California
Darren Bloom is a fee-only financial advisor at Wealthetic in San Diego, California, who holds the CFP credential. Wealthetic reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Wealthetic |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $16.4M across 59 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 2928336 |
| Exams passed | Series 63 (1997) · Series 65 (1997) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.iscott.net |
How Darren's firm compares
- Wealthetic's average account is about $277,000, from its Form ADV (assets managed divided by 59 accounts).
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Questions about Darren
Is Darren Bloom a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Darren holds no broker registration, and Wealthetic reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Darren charge for financial advice?
Darren's firm, Wealthetic, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Darren Bloom based?
Darren Bloom is based in San Diego, California.
What credentials does Darren Bloom hold?
Darren Bloom holds the CFP credential.
Is Darren Bloom registered with the SEC?
Yes. Darren Bloom is registered as an investment adviser representative in CA (CRD 2928336), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Wealthetic manage?
Wealthetic reports $16.4M across 59 accounts in assets under management.
How do I contact Darren Bloom?
Through Darren's website, www.iscott.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Diego
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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