BLEND WEALTH

BLEND WEALTH of INDIANAPOLIS, IN is an SEC-registered investment adviser (CRD 316053). Regulatory assets under management: $55.7M.

Registration

• CRD: 316053
• Type: Registered investment adviser
• Location: 9800 CROSSPOINT BOULEVARD, INDIANAPOLIS, IN, 46256
• Phone: (317) 854-5656
• Latest filing: 2026-05-05
• Regulatory AUM: $55.7M
• Discretionary AUM: $55.7M
• Clients: 5
• Accounts: 372

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 316053 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search