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BLEND WEALTH ADVISORS LLC

Advisory

INDIANAPOLIS, IN

Data as of Aug 17, 2026 · Source: SEC Form ADV

Rank in IN

#261

of 270 advisers by AUM

Average account

$150K

across 372 accounts

AUM per adviser

$14M

4 advisers

Source: SEC Form ADV. Figures as filed Aug 17, 2026.

Total AUM

$56M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM$56M

Discretionary AUM$56M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients74

Team

Total Employees5

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIN, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

74 clients

17 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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