Blodgett Wealth Advisors, LLC

Blodgett Wealth Advisors, LLC (CRD# 316838) is a financial advisory firm headquartered in , . They manage $204,673,969 in 94 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details

https://www.blodgettwealth.com/

By the Numbers

Total Assets Under Management

205

MILLION
Total Number of Accounts

94

ACCOUNTS
Average Account Value

$2,177,383

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
Pension consulting services

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

CA, TX, UT

Financial Advisors at Blodgett Wealth Advisors, LLC

Showing 1 - 2 of 2 top financial advisors.

Dennis C. Blodgett

CRD#: 1443590

Concord, CA

Dennis Blodgett (CRD# 1443590) is an Investment Advisor Representative working at Blodgett Wealth Advisors, LLC in Concord, CA and has over 38 years of experience in the finance industry.

Devin R. Blodgett

CRD#: 5549491

Brentwood, CA

Devin Blodgett (CRD# 5549491) is an Investment Advisor Representative working at Blodgett Wealth Advisors, LLC in Brentwood, CA and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

Request Proposals