Overview
Assets Under Management: $224 million
High-Net-Worth Clients: 59
Average Client Assets: $3 million
Frequently Asked Questions
BLODGETT WEALTH ADVISORS, 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 #316838), BLODGETT WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
BLODGETT WEALTH ADVISORS, LLC serves 59 high-net-worth clients according to their SEC filing dated February 28, 2025. View client details ↓
According to their SEC Form ADV, BLODGETT WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
BLODGETT WEALTH ADVISORS, LLC manages $224 million in client assets according to their SEC filing dated February 28, 2025.
According to their SEC Form ADV, BLODGETT WEALTH ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 59
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.55
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 97
Discretionary Accounts: 96
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 316838
Last Filing Date: 2025-02-28 00:00:00
Website: https://blodgettwealth.com