Blodgett Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$236,515,409
Clients
103
Advisors
3
of 3 employees
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
Expertise
Fee options
Financial Planning & Consulting: flat fees up to $2,500; Retirement Plan Consulting: flat fee basis
Financial Planning & Consulting: up to $250/hour; Retirement Plan Consulting: hourly fee basis
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
Brentwood CA
Advisors at this office
3
Most active in
California · Idaho · Texas · Utah
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Landon B
Series 65, Series 63
Brentwood, CA
Blodgett Wealth Advisors, LLC
Landon Blodgett is a financial advisor at Blodgett Wealth Advisors, LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Mercer Advisors, Insight Capital Management, Fisher Investments, and Charles Schwab. Blodgett Wealth Advisors, LLC manages approximately $251 million for about 103 clients, serving individuals, trusts, pension and profit-sharing plans, and business entities. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, employing a multi-method investment process and a variety of asset allocation strategies tailored to client objectives.
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.
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.
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