A complete list of active advisors currently associated with BDL Wealth Management PLLC

Warmer can help you find a great advisor at BDL Wealth Management PLLC or one who fits your needs even better.

BDL Wealth Management provides discretionary portfolio management and investment planning for individual and high-net-worth clients, preparing tailored investment policy statements for each household. The firm implements its advice primarily through ETFs and mutual funds and charges asset-based advisory fees. BDL generally pursues a passive, index-oriented investment approach informed by modern portfolio theory and fundamental analysis, emphasizing low turnover and long-term holdings (including exposure to gold and other precious-metal ETFs). Portfolios are reviewed at least quarterly and managed under stated fiduciary procedures. The firm is affiliated with the principals’ accounting practices: the firm’s owners operate separate CPA/accounting firms and periodically offer tax and accounting services to clients, devoting a material portion (approximately 25% of non-trading time) to those activities, which the brochure identifies as a potential conflict of interest while noting clients may engage other accountants. With two advisors serving a small client base (about 18 clients) and no stated account minimum, BDL operates on a compact, client-focused scale that can result in more direct advisor access than larger peers.

To learn more about the advisors currently working at BDL Wealth Management PLLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Seth Blades	Billings, MT	2
David Dernbach	Billings, MT	2

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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