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
Blodgett Wealth Advisors, LLC
By the Numbers
-
Total Assets Under Management205MILLION
-
Total Number of Accounts94ACCOUNTS
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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
1
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.
2
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.
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