Blodgett Wealth Advisors, LLC
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
FINTRXOverview
Blodgett Wealth Advisors, LLC is an independent registered investment adviser that provides planning and portfolio management for individuals, families and select institutional clients. The firm was SEC-registered in 2021 and is organized as a limited liability company under individual ownership. Services documented include financial planning, portfolio management for individuals and small businesses, and pension consulting. Compensation is delivered through a mix of percentage-of-AUM fees along with hourly and fixed-fee arrangements. The firm does not operate as a capital allocator or run external pooled products; instead it works with third-party managers for alternative exposure.
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
- Exchange Traded Equities46%
- Public Funds/Mutual Funds23%
- US Government Bonds19%
- Cash & Cash Equivalents11%
Contacts
3 of 3
Landon Blodgett
Wealth AdvisorCRD 7215239
Dennis Blodgett
Co-FounderCRD 1443590
Devin Blodgett
Co-Founder & PartnerCRD 5549491
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$32M in ETFs
98%
$31.3M
1%
$672K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | BlackRock | Passive | Large Growth | $17.9M | 41,985 | 55.96% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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