# Blodgett Wealth Advisors, LLC

> Blodgett Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 25, 2026.

- CRD: 316838
- Filed as: BLODGETT WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: May 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/316838
- AdvisorCensus page: https://advisorcensus.com/firm/blodgett-wealth-advisors-llc-316838

## Quick answers

**How is Blodgett Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Blodgett Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Blodgett Wealth Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated February 26, 2026 states: Flat fee: $2,500 (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Blodgett Wealth Advisors, LLC registered with the SEC or a state?**
Blodgett Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 316838.

**How much does Blodgett Wealth Advisors, LLC manage?**
Blodgett Wealth Advisors, LLC reports $250,929,334 in regulatory assets under management in its Form ADV filing dated May 25, 2026 (98% discretionary).

**How have Blodgett Wealth Advisors, LLC's assets and staff changed since 2022?**
In the Form ADV data for Blodgett Wealth Advisors, LLC: Regulatory assets under management: $224,454,095 in the October 2022 data and $250,929,334 in the October 2026 data, up 12%. Total employees: 2 in October 2022 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Blodgett Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (55); individuals (other than high net worth individuals) (48); pension and profit sharing plans (but not the plan participants or government pension plans) (11).

**Which custodians does Blodgett Wealth Advisors, LLC use?**
Blodgett Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Blodgett Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/316838

**What changed in Blodgett Wealth Advisors, LLC's recent Form ADV filings?**
In the June 2026 filing data: Registered or notice-filed in ID.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 26, 2026)

- Flat fee: $2,500 (financial planning and consulting services)

> Flat fees will not exceed $2,500. Payment for this service will be due upon delivery of the financial plan or consultation.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $250,929,334
- Discretionary: $244,779,825
- Non-discretionary: $6,149,509

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 48 | $14,888,016 |
| High net worth individuals | 55 | $221,627,393 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 11 | $14,413,925 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2021 (4 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, ID, TX, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- blodgettwealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $224,454,095 | 2 | February 28, 2022 |
| October 2023 | $173,007,438 | 2 | September 26, 2023 |
| October 2024 | $204,673,969 | 2 | July 9, 2024 |
| October 2025 | $224,447,180 | 3 | February 28, 2025 |
| October 2026 | $250,929,334 | 3 | May 25, 2026 |

Regulatory assets under management: $224,454,095 in the October 2022 data and $250,929,334 in the October 2026 data, up 12%.
Total employees: 2 in October 2022 and 3 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Registered or notice-filed in ID.

### March 2026
- Employees performing advisory functions went from 3 to 2.
- Regulatory assets under management went from $224,447,180 to $250,929,334 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Blodgett Wealth Advisors, LLC (CRD 316838): Form ADV filing data as of October 2026.