Blend Wealth
Blend Wealth (CRD# 316053) is a financial advisory firm headquartered in , . They manage $11,360,536 in 127 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Blend Wealth
By the Numbers
-
Total Assets Under Management11MILLION
-
Total Number of Accounts127ACCOUNTS
-
Average Account Value$89,453
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IN, TX
Financial Advisors at Blend Wealth
1
Timothy Woodward (CRD# 6191791) is an Investment Advisor Representative working at Blend Wealth in Indianapolis, IN and has over 11 years of experience in the finance industry.
2
Alexis Woodward (CRD# 7327281) is an Investment Advisor Representative working at Blend Wealth in Indianapolis, IN and has 1 year of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.