BLEND WEALTH
Firm details
- Headquarters
- INDIANAPOLIS, Indiana
- CRD number
- 316053
- Website
- www.blendwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, BETTERMENT, ALIGHT FINANCIAL SOLUTIONS, LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI66.23%
- Individuals32.84%
- Corporations / Businesses0.93%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Blend Wealth is an independent RIA structured as an LLC that serves individual and family clients through fee-based relationships (percentage of AUM and fixed fees). Its advisory services emphasize financial planning and portfolio management for individuals, small businesses, and institutions, and it also offers pension consulting. The firm does not identify as an active ESG investor and, per the snapshot, does not act as a capital allocator. FINTRX also lists an industry affiliation with accounting professionals, which suggests coordination with tax or accounting advisers as part of client service.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds84%
- Cash & Cash Equivalents12%
- Exchange Traded Equities4%
Contacts
3 of 4David Karem
Senior Tax AccountantCRD 8088476
JAMES MILLER
Wealth AdvisorCRD 6108543
ALEXIS WOODWARD
Co-FounderCRD 7327281
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
INDIANAPOLIS, IN
MARION
Location
INDIANAPOLIS, IN
Headquartered in INDIANAPOLIS, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- MARION
- Address
- 9800 Crosspoint Blvd
- Time zone
- ET (UTC-5)
- Office locations
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