BLODGETT WEALTH ADVISORS, LLC

BLODGETT WEALTH ADVISORS, LLC is an SEC-registered investment adviser (CRD 316838). Regulatory assets under management: $250.9M.

Registration

• CRD: 316838
• SEC file number: 801-122678
• Type: Registered investment adviser
• Phone: 801-707-0002
• Latest filing: 2026-05-25
• Regulatory AUM: $250.9M
• Discretionary AUM: $244.8M
• Non-discretionary AUM: $6.1M
• Clients: 3
• Accounts: 104

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 316838 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search