Blodgett Wealth Advisors, LLC

RIASEC RegisteredEst. 2021
Total AUM
$251M
Discretionary
$245M
98% of AUM
Avg account
$2.4M
Accounts
104
Employees
3
Advisory reps
3

Firm details

Headquarters
,
CRD number
316838
Registered since
November 12, 2021
Website
www.blodgettwealth.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI88.32%
  • Individuals5.93%
  • Pension & Profit Sharing Plans5.74%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Blodgett Wealth Advisors, LLC is an independent, SEC-registered registered investment adviser formed as an LLC in 2021 and owned by an individual. The firm serves both individuals and families as well as institutional clients, providing financial planning, portfolio management for individuals and small businesses, and pension consulting. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee arrangements. The adviser reports it does not pursue active ESG investing and is not organized as a multi-state or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 46%, Public Funds/Mutual Funds 23%, US Government Bonds 19%, Cash & Cash Equivalents 11%46%
  • Exchange Traded Equities46%
  • Public Funds/Mutual Funds23%
  • US Government Bonds19%
  • Cash & Cash Equivalents11%

Contacts

3 of 3
  • Landon Blodgett

    Landon Blodgett

    Wealth AdvisorCRD 7215239

  • Dennis Blodgett

    Dennis Blodgett

    Co-FounderCRD 1443590

  • Devin Blodgett

    Devin Blodgett

    Co-Founder & PartnerCRD 5549491

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 20

Active vs passive

$36.5M in ETFs

Passive

98%

$35.8M

Active

1%

$730K

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES RUSSELL 1000 GROWTH ETF (IWF)BlackRockPassiveLarge Growth$21M169,44757.62%
Unlock additional holdings →

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Teton Advisors, LLC

RIA

Greenwich, CT

AUM $251MTEAM 5REPS 6

Bios Capital Management, LP

RIA

Fort Worth, TX

AUM $251MTEAM 8REPS 1

AC Investment Management LLC

RIA

New York, NY

AUM $251MTEAM 8REPS 2

Seek First Inc.

RIA

Campbell, CA

AUM $251MTEAM 6REPS 3

Styre Wealth

RIA

Fort Worth, TX

AUM $251MTEAM 6REPS 1

Karlov Street Capital, LLC

RIA

Boca Raton, FL

AUM $251MTEAM 4REPS 2

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth