{
  "crd_number": 316053,
  "slug": "blend-wealth-indianapolis-in-316053",
  "primary_business_name": "BLEND WEALTH",
  "legal_name": "BLEND WEALTH ADVISORS LLC",
  "dbas": [],
  "city": "Indianapolis",
  "state": "IN",
  "country": "United States",
  "cbsa_code": "26900",
  "metro": {
    "cbsa_code": "26900",
    "common_name": "Indianapolis",
    "msa_name": "Indianapolis-Carmel-Greenwood, IN",
    "path": "/advisors/in/indianapolis"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2021-08-30",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-08-17",
  "carried_forward": false,
  "raum_total": 55711220.0,
  "raum_discretionary": 55711220.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 5,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 18298346.0,
      "count": 57
    },
    "high_net_worth_individuals": {
      "raum": 36896868.0,
      "count": 17
    },
    "corporations_other_businesses": {
      "raum": 516006.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "IN",
    "KY"
  ],
  "websites": [
    "https://blendwealth.com",
    "https://facebook.com/blendwealth",
    "https://gab.com/BlendWealth",
    "https://gettr.com/user/blendwealth",
    "https://instagram.com/blendwealth",
    "https://linkedin.com/company/blend-wealth",
    "https://x.com/blendwealth",
    "https://x.com/theblendcouple",
    "https://youtube.com/channel/UChQ6-uh-bw_5If-QyO5VVRw"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/316053",
  "city_as_filed": "INDIANAPOLIS",
  "url": "https://advisorcensus.com/firm/blend-wealth-indianapolis-in-316053",
  "display_name": "Blend Wealth",
  "summary": "Blend Wealth is a state-registered investment advisory firm in Indianapolis, IN, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 17, 2026.",
  "citation": "AdvisorCensus. Blend Wealth (CRD 316053): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Blend Wealth compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Blend Wealth reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Blend Wealth located?",
      "a": "Blend Wealth's principal office is in Indianapolis, IN, according to its Form ADV."
    },
    {
      "q": "Is Blend Wealth registered with the SEC or a state?",
      "a": "Blend Wealth is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 316053."
    },
    {
      "q": "How much does Blend Wealth manage?",
      "a": "Blend Wealth reports $55,711,220 in regulatory assets under management in its Form ADV filing dated August 17, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Blend Wealth serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (57); high net worth individuals (17)."
    },
    {
      "q": "Does Blend Wealth report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/316053"
    },
    {
      "q": "What changed in Blend Wealth's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Registered or notice-filed in KY."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Registered or notice-filed in KY."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/blend-wealth-indianapolis-in-316053.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 57,
      "fewer_than_5": false,
      "raum": 18298346.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 17,
      "fewer_than_5": false,
      "raum": 36896868.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 516006.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/316053",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}