PPrivate Fund Data Log in Join · $37/mo

Blodgett Wealth Advisors, LLC

● SEC registered since 2021CRD 316838SEC# 801-122678
Export (members)
Reg. AUM
$224.4M
Employees
3
Accounts
97
Location
—

Blodgett Wealth Advisors, LLC assets under management

Blodgett Wealth Advisors, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2021. It reports $224.4 million in regulatory assets under management and employs 3 people.
www.blodgettwealth.comView on SEC.gov ↗

Blodgett Wealth Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Devin Robert Blodgett ControlCo-Founder, Partner, Chief Compliance OfficerOver 75%2021

Frequently asked questions

How much does Blodgett Wealth Advisors, LLC manage?

Blodgett Wealth Advisors, LLC reports $224.4 million in regulatory assets under management on its Form ADV.

How many employees does Blodgett Wealth Advisors, LLC have?

Blodgett Wealth Advisors, LLC reports 3 employees.

Does Blodgett Wealth Advisors, LLC disclose fund performance?

Blodgett Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone801-707-0002
Office hours9 a.m. - 5 p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1907826
Discloses disciplinary historyNo

Assets under management

Discretionary$218.7M
Non-discretionary$5.7M
Total (RAUM)$224.4M