# Blend Wealth

> 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.

- CRD: 316053
- Filed as: BLEND WEALTH
- Legal name: Blend Wealth Advisors LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Indianapolis, IN
- Filing period: October 2026
- Form ADV filing dated: August 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/316053
- AdvisorCensus page: https://advisorcensus.com/firm/blend-wealth-indianapolis-in-316053

## Quick answers

**How is Blend Wealth compensated?**
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).

**Where is Blend Wealth located?**
Blend Wealth's principal office is in Indianapolis, IN, according to its Form ADV.

**Is Blend Wealth registered with the SEC or a state?**
Blend Wealth is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 316053.

**How much does Blend Wealth manage?**
Blend Wealth reports $55,711,220 in regulatory assets under management in its Form ADV filing dated August 17, 2026 (100% discretionary).

**What types of clients does Blend Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (57); high net worth individuals (17).

**Does Blend Wealth report any disciplinary disclosures?**
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

**What changed in Blend Wealth's recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in KY.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $55,711,220
- Discretionary: $55,711,220
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 57 | $18,298,346 |
| High net worth individuals | 17 | $36,896,868 |
| Corporations or other businesses not listed above | Fewer than 5 | $516,006 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IN, KY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- blendwealth.com
- gab.com/BlendWealth
- gettr.com/user/blendwealth
- Facebook @blendwealth
- Instagram @blendwealth
- LinkedIn @blend-wealth
- X @blendwealth
- X @theblendcouple
- YouTube @UChQ6-uh-bw_5If-QyO5VVRw

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in KY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Blend Wealth (CRD 316053): Form ADV filing data as of October 2026.