Private Wealth Management.

Grow and Protect Your Wealth,
And Manifest it for the Greater Good.

The Future of Wealth Management is Here

Family Office

Centralize Your
Financial Ecosystem

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Purpose Driven.

Make Money and
Make a Difference

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Access Smarter

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Compensation Based on Performance

Private Wealth Managers with Skin in the Game

We seamlessly integrate best-in-class financial advice, investments and technologies.

When you partner with BlackPlum, you won’t find any hidden fees or agendas. To ensure our interests align, we feature a performance-based fee structure. Unlike most traditional investment firms, BlackPlum does NOT charge fixed fees based on a percentage of assets under management. Our success is tied to the success of our investors.

Free Look Period

Satisfaction Guarantee

We have such confidence and conviction in what we do, we guarantee your satisfaction or your money back.

That’s right, we’ve been in this business for a long time – – so we get that when it comes to your hard-earned money, it can be challenging to find that certain someone you can trust to manage it properly. That’s why we help make this decision easier for you, by managing your assets with no strings attached. If you are not completely satisfied within the introductory period, you can withdraw your money and pay no fees.


The BlackPlum Promise

We don’t just talk the talk about being ethical and purpose-driven, we walk the walk

We form authentic financial partnerships with our investor-clients.

Here’s why…

Because we strive to remove all forms of conflicts that are inherent with most traditional advisor/client relationships. Here’s how:

  • Our compensation is based on performance, as a percentage of profits, to ensure our interests are fully aligned with yours.
  • Our performance fee is all-inclusive, meaning we do not nickel and dime you for advisory services.

We offer total transparency to make sure you are in control of your finances and financial future, even though we do the heavy lifting for you.

Here’s how…

We do not make investment decisions without your consent, keeping you fully informed.

We fully disclose all fees so you can be assured there are no hidden fees.

We offer a proprietary digital wealth management platform which conveniently displays all aspects of your finances and is available 24/7.

We are driven by purpose, to do good in our community, and by ethics, to do right by our clients.

Here’s the proof:

We donate 10% of our profits to the charity of your choice. As part of our commitment, we also sponsor local charities such as the Down Syndrome Foundation of OC.

We are pending certification as a B Corporation, meaning we place social impact alongside financial gains as a key measure of success.

We are committed to grow and protect your wealth, and help manifest it for the greater good.