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BLODGETT WEALTH ADVISORS, LLC
CRD 316838 · SEC 801-122678
CA, United States
Phone
801-707-0002
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$250.9M
Discretionary AUM
$244.8M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 48 | $14.9M |
| High net worth individuals | 55 | $221.6M |
| Pension/profit sharing plans | 11 | $14.4M |
States served
CA, ID, UT, TX
All web addresses on file
Official SEC filing: View on IAPD