Overview
Assets Under Management: $170 million
Headquarters: PHOENIX, AZ
High-Net-Worth Clients: 47
Average Client Assets: $1 million
Frequently Asked Questions
BLEDSOE ASSET MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #145943), BLEDSOE ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
BLEDSOE ASSET MANAGEMENT, LLC is headquartered in PHOENIX, AZ.
BLEDSOE ASSET MANAGEMENT, LLC serves 47 high-net-worth clients according to their SEC filing dated August 29, 2025. View client details ↓
According to their SEC Form ADV, BLEDSOE ASSET MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
BLEDSOE ASSET MANAGEMENT, LLC manages $170 million in client assets according to their SEC filing dated August 29, 2025.
According to their SEC Form ADV, BLEDSOE ASSET MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 47
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 39.52
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 666
Discretionary Accounts: 666
Regulatory Filings
CRD Number: 145943
Filing ID: 2012081
Last Filing Date: 2025-08-29 18:26:00
Website: https://bledsoellc.com