Blodgett Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated February 26, 2026, reports $251M in regulatory assets under management, 3 employees, and 104 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 48.2% of total clients.
Top client categories% of clientsClients
1
HNWI
48.2%
55
2
Individuals
42.1%
48
3
Pension Plans
9.6%
11
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$251Mas of February 26, 2026
Discretionary97.5%
$245M
98% of total RAUM97.5%
Non-discretionary2.5%
$6M
2% of total RAUM2.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$251M
Total Accounts104
10Y AUM Change+$251M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee38:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.