BLODGETT WEALTH ADVISORS, LLC
Adviser information for BLODGETT WEALTH ADVISORS, LLC last updated from Form ADV on March 7th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 92 | $189.2M |
| Non-Discretionary | 2 | $15.5M |
| Total | 94 | $204.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 31 | $7.9M |
| HNW Individuals | 56 | $174.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 6 | $12.1M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | <5 | $10.1M |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting services |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Principal Office
5446 HIDDENWOOD CTCONCORD
CA
United States
Monday - Friday, 9 AM - 5 PM
Tel: 925-212-0786, Fax: None
Websites
Chief Compliance Officer
DEVIN BLODGETT
MEMBER
5446 HIDDENWOOD CT
CONCORD
CA
United States
Tel:
801-707-0002
D****@*****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BLODGETT, DEVIN, ROBERT | Individual | – | CO-FOUNDER, PARTNER, CHIEF COMPLIANCE OFFICER | 10/2021 | 25-50% |
| BLODGETT, DENNIS, CLINTON | Individual | – | CO-FOUNDER, MANAGING PARTNER | 10/2021 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 23rd, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ABBVIE INC | COM | 728K | 4K | – |
| ADVANCED MICRO DEVICES INC | COM | 965K | 6K | – |
| ALPHABET INC | CAP STK CL A | 8M | 45K | – |
| ALPHABET INC | CAP STK CL C | 404K | 2K | – |
| AMAZON COM INC | COM | 6M | 29K | – |
| AMERICAN EXPRESS CO | COM | 245K | 1K | – |
| APPLE INC | COM | 15M | 70K | – |
| ARISTA NETWORKS INC | COM | 386K | 1K | – |
| BANK AMERICA CORP | COM | 361K | 9K | – |
| BROADCOM INC | COM | 708K | 441 | – |
| CARISMA THERAPEUTICS INC | COM | 39K | 26K | – |
| CATERPILLAR INC | COM | 280K | 842 | – |
| CHEVRON CORP NEW | COM | 546K | 3K | – |
| CISCO SYS INC | COM | 375K | 8K | – |
| CONSOLIDATED EDISON INC | COM | 268K | 3K | – |
| COSTCO WHSL CORP NEW | COM | 4M | 4K | – |
| CROWDSTRIKE HLDGS INC | CL A | 1M | 4K | – |
| CVS HEALTH CORP | COM | 418K | 7K | – |
| DANAHER CORPORATION | COM | 367K | 1K | – |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 228K | 6K | – |
| ELI LILLY & CO | COM | 4M | 4K | – |
| HOME DEPOT INC | COM | 2M | 5K | – |
| HONEYWELL INTL INC | COM | 475K | 2K | – |
| INTERNATIONAL BUSINESS MACHS | COM | 280K | 2K | – |
| INVESCO QQQ TR | UNIT SER 1 | 346K | 723 | – |
| ISHARES TR | CORE S&P SCP ETF | 234K | 2K | – |
| ISHARES TR | CORE S&P500 ETF | 2M | 4K | – |
| ISHARES TR | RUS 1000 GRW ETF | 20M | 56K | – |
| ISHARES TR | RUS MID CAP ETF | 443K | 5K | – |
| ISHARES TR | RUSSELL 2000 ETF | 608K | 3K | – |
| ISHARES TR | SELECT DIVID ETF | 1M | 11K | – |
| JOHNSON & JOHNSON | COM | 714K | 5K | – |
| JPMORGAN CHASE & CO. | COM | 2M | 11K | – |
| KIMBERLY-CLARK CORP | COM | 541K | 4K | – |
| MCDONALDS CORP | COM | 773K | 3K | – |
| MERCK & CO INC | COM | 2M | 15K | – |
| META PLATFORMS INC | CL A | 475K | 943 | – |
| MICROSOFT CORP | COM | 13M | 29K | – |
| NVIDIA CORPORATION | COM | 14M | 115K | – |
| PALO ALTO NETWORKS INC | COM | 746K | 2K | – |
| PFIZER INC | COM | 404K | 14K | – |
| PROCTER AND GAMBLE CO | COM | 2M | 9K | – |
| PUBLIC STORAGE OPER CO | COM | 374K | 1K | – |
| QUALCOMM INC | COM | 342K | 2K | – |
| RADIUS RECYCLING INC | CL A | 8K | 500 | – |
| RADIUS RECYCLING INC | CL A | 199K | – | – |
| SALESFORCE INC | COM | 691K | 3K | – |
| SCHWAB CHARLES CORP | COM | 233K | 3K | – |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 283K | 1K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 1M | 3K | – |
| SPDR SER TR | BLOOMBERG 1 10 Y | 300K | 16K | – |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 226K | 1K | – |
| TESLA INC | COM | 674K | 3K | – |
| VANGUARD INDEX FDS | VALUE ETF | 2M | 10K | – |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 250K | 2K | – |
| VERIZON COMMUNICATIONS INC | COM | 375K | 9K | – |
| VISA INC | COM CL A | 857K | 3K | – |
| WALMART INC | COM | 223K | 3K | – |
| WASTE MGMT INC DEL | COM | 2M | 9K | – |