RIA Intel›Advisers›BLODGETT WEALTH ADVISORS, LLC

BLODGETT WEALTH ADVISORS, LLC

Advisory

N·

Data as of Feb 26, 2026 · Source: SEC Form ADV

Total AUM
$251M
1-Year AUM Growth
+9.7%
3-Year CAGR
0.0%
Employees
2
Assets Under Management
Total AUM$251M
Discretionary AUM$245M
Non-Discretionary AUM$6M
Discretionary %97.5%
Total Clients107
Team
Total Employees2
Investment Advisers3
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record9
First FilingOct 12, 2021
Latest FilingFeb 26, 2026
🔒 Full AUM trend chart and 9 historical filings spanning 5+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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