Blodgett Wealth Advisors, Llc
- Regulatory AUM
- $251M
- Discretionary
- $245M
- Clients
- 114
- Avg AUM / client
- $2.2M
- Accounts
- 104
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of May 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 48 | $14.9M | 5.93% |
| High net worth individuals | 55 | $222M | 88.3% |
| Pension and profit sharing plans | 11 | $14.4M | 5.74% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Armanino Advisory Llc 401(k) Profit Sharing Plan Armanino Advisory Llc | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Devin Robert Blodgett | Co Founder, Partner, Chief Compliance Officer | CFP | Oct 2021 (5y) | 75% or more |
| Dennis Clinton Blodgett | Registered representative | Nov 2021 (5y) | ||
| Landon Thomas Blodgett | Registered representative | Oct 2024 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Armanino Advisory Llc 401(k) Profit Sharing Plan | Armanino Advisory Llc | 2,584 | $347M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/25/2026 | 913 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $245M (98% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 25, 2026.
View current Form ADV (SEC/IAPD) ↗