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BLEND WEALTH
BLEND WEALTH ADVISORS LLC
CRD 316053
9800 CROSSPOINT BOULEVARD, SUITE 200, INDIANAPOLIS, IN, 46256, United States
Phone
(317) 854-5656
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$55.7M
Discretionary AUM
$55.7M
Team
5 total employees; 4 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 57 | $18.3M |
| High net worth individuals | 17 | $36.9M |
All web addresses on file
- https://x.com/blendwealth
- https://x.com/theblendcouple
- http://www.blendwealth.com/
- https://gab.com/BlendWealth
- https://www.facebook.com/blendwealth
- https://gettr.com/user/blendwealth
- https://www.linkedin.com/company/blend-wealth/
- https://instagram.com/blendwealth
- https://www.youtube.com/channel/UChQ6-uh-bw_5If-QyO5VVRw
Official SEC filing: View on IAPD