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, individual‑owned RIA that registered with the SEC in 2021. The firm serves both high‑net‑worth individuals and families as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee schedule includes asset‑based fees, hourly charges, and fixed fees. Blodgett presents itself as an adviser focused on discretionary portfolio management (the bulk of its AUM is managed on a discretionary basis) rather than acting as a principal capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Devin Blodgett
Co-Founder & PartnerCRD 5549491
Dennis Blodgett
Co-FounderCRD 1443590
Landon Blodgett
Wealth AdvisorCRD 7215239
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 23Active vs passive
$35.9M in ETFs
98%
$35.2M
1%
$717K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | BlackRock | Passive | Large Growth | $19.8M | 157,952 | 55.15% |
Location
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Location
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Headquartered in , null.
- Office locations
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