Blodgett Wealth Advisors, LLC

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Client assets under management

$236,515,409

Clients

103

53% high-net-worth

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Low

Average account size

$2,296,266

About

Blodgett Wealth Advisors, LLC is a registered investment adviser managing roughly $251 million for about 103 clients with a two-advisor team, serving individuals (including high‑net‑worth clients), trusts, pension and profit‑sharing plans, and business entities. The firm provides discretionary portfolio management alongside financial planning and retirement plan consulting, implementing portfolios that may include individual stocks, bonds, ETFs, mutual funds, options, REITs and private placements.

The firm’s investment process draws on multiple methods of analysis—fundamental, technical, quantitative, qualitative, sector and cyclical—and constructs portfolios using asset allocation approaches (strategic, dynamic, tactical and core‑satellite) tailored to each client’s objectives, with ongoing monitoring and rebalancing. It also deploys fixed‑income strategies, ETFs, short‑term trading and options when appropriate and offers the kinds of account reviews and reporting typical for discretionary managers.

A distinctive feature noted in the brochure is that the firm may permit or recommend borrowing—pledging portfolio securities as collateral for margin loans—and discloses the use of borrowing in client accounts, including separately managed arrangements, along with the specific risks of margin. The firm also offers an unusually broad planning scope for its size (including corporate structure work, cost segregation studies and lines‑of‑credit evaluations) and indicates that representatives may act as trustees for client accounts with annual independent verification.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Equity compensation tax strategy Active portfolio management Options & derivatives strategies

Fee options

Fixed

Financial Planning & Consulting: flat fees up to $2,500; Retirement Plan Consulting: flat fee basis

Project-based

Financial Planning & Consulting: up to $250/hour; Retirement Plan Consulting: hourly fee basis

Other

Fee-only: Financial Planning & Consulting: hourly fee up to $250/hour; flat fees up to $2,500; Retirement Plan Consulting: hourly or flat fee or percentage of plan assets up to 1.00%

Main office location

Blodgett Wealth Advisors, LLC

Brentwood CA, United States

Number of offices

Most active in

California · Texas · Utah

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 801-707-0002

Advisors at this firm

Landon B

Series 63, Series 65

Brentwood, CA

Blodgett Wealth Advisors, LLC

Landon Blodgett is a financial advisor at Blodgett Wealth Advisors, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Mercer Advisors, Insight Capital Management, Fisher Investments, and Charles Schwab & Co., Inc. Blodgett Wealth Advisors, LLC manages approximately $251 million for around 103 clients, serving individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a multi-method investment approach and offers discretionary portfolio management along with financial planning and retirement plan consulting.

Equity compensation tax strategy Active portfolio management Options & derivatives strategies

Devin B

CFP®, Series 66

Brentwood, CA

Blodgett Wealth Advisors, LLC

Devin Blodgett is a CFP® with 12 years of industry experience, currently serving as an advisor at Blodgett Wealth Advisors, LLC since 2021. Prior to this, he worked at Intersect Capital LLC for six years. Blodgett Wealth Advisors manages approximately $251 million for a diverse client base including individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a multi-method investment process and offers discretionary portfolio management alongside comprehensive financial planning and retirement consulting.

Equity compensation tax strategy Active portfolio management Options & derivatives strategies

Dennis B

Series 63

Brentwood, CA

Blodgett Wealth Advisors, LLC

Dennis Blodgett is a financial advisor at Blodgett Wealth Advisors, LLC in Brentwood, CA, holding a Series 63 designation and bringing 23 years of industry experience. He previously worked at Intersect Capital LLC for 20 years before joining his current firm in 2021. Blodgett Wealth Advisors, LLC manages approximately $251 million for over 100 clients, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm serves individuals, trusts, pension and profit-sharing plans, and business entities, implementing portfolios with a range of asset types and employing multiple analytical methods alongside tailored asset allocation strategies.

Equity compensation tax strategy Active portfolio management Options & derivatives strategies

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