Blodgett Wealth Advisors, LLC
● SEC registered since 2021CRD 316838SEC# 801-122678
Reg. AUM
$250.9M
Employees
3
Accounts
104
Location
—
About Blodgett Wealth Advisors
Blodgett Wealth Advisors is a fee-only fiduciary wealth management firm helping high-net-worth families with customized planning and direct portfolio management. It keeps the client list intentionally small and accepts compensation only from clients to align interests.
Summary based on the firm’s website.
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 $250.9 million in regulatory assets under management and employs 3 people.
Blodgett Wealth Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Devin Robert Blodgett Control | Co-Founder, Partner, Chief Compliance Officer | Over 75% | 2021 |
Frequently asked questions
How much does Blodgett Wealth Advisors, LLC manage?
Blodgett Wealth Advisors, LLC reports $250.9 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
| Phone | 801-707-0002 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1907826 |
| Discloses disciplinary history | No |
Regulatory AUM
$250.9M▲ 12%
Feb '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,389 advisers
EmployeesTop 77%
More than 23% of 16,799 advisers
Assets under management
$250.9Mregulatory AUM
Discretionary $244.8MNon-discretionary $6.1M