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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BLODGETT WEALTH ADVISORS, LLC

CRD 316838

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4a4ce353-e2f5-c225-1b4f-f02faaf1fdb0

Data as of May 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Oct 12, 2021 to May 25, 2026
14 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.94 fund_share=0.0 institutional_share=0.06 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $251MItem 5.F on the latest filing (2026-05-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $245M
Private client RAUM: $237MderivedItem 5.D individuals plus high net worth individuals
Private client share: 94%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $83.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 104
Individual clients: 48
High net worth clients: 55
SEC number: 801-122678
CIK: 1907826
CRD: 316838
Filings on the tape: 14
First filed: Oct 12, 2021
Latest filed: May 25, 2026
Organised: Limited Liability Company, CA
Website: blodgettwealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DENNIS CLINTON BLODGETT	n/a	BRENTWOOD, CA \| Concord, CA	4	40	1	no
DEVIN ROBERT BLODGETT	Certified Financial Planner	BRENTWOOD, CA	4	13	3	no
LANDON THOMAS BLODGETT	n/a	Concord, CA \| BRENTWOOD, CA	1	10	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BLODGETT, DEVIN, ROBERT	CO-FOUNDER, PARTNER, CHIEF COMPLIANCE OFFICER	E	yes	10/2021	Oct 12, 2021	Jul 9, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Feb 26, 2026	$251M	$245M	3	2	n/a	n/a
2024	Feb 28, 2025	$224M	$219M	3	3	n/a	n/a
2023	Mar 7, 2024	$205M	$189M	2	2	n/a	n/a
2022	Mar 27, 2023	$173M	$160M	2	2	n/a	n/a
2021	Feb 28, 2022	$224M	$205M	2	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$251M	$224M	11.8%	$173M	13.2%	3	3	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
INTERSECT CAPITAL LLC	2	Dec 16, 2021	Nov 12, 2021	SAN RAMON, CA	Team lift out	RIA to new firm	22.2%

Relationships

Registered with (3)

← LANDON THOMAS BLODGETTAdvisorregistration: current employment
Oct 1, 2024 to presentfactForm ADV
← DENNIS CLINTON BLODGETTAdvisorregistration: current employment
Nov 12, 2021 to presentfactForm ADV
← DEVIN ROBERT BLODGETTAdvisorregistration: current employment
Nov 12, 2021 to presentfactForm ADV

Controls (1)

← BLODGETT, DEVIN, ROBERTOwnerCO-FOUNDER, PARTNER, CHIEF COMPLIANCE OFFICER, ownership code E, individual
Oct 12, 2021 to Jul 9, 2024factForm ADV

Moved with (1)

← INTERSECT CAPITAL LLCRegistered adviser2 advisors, team lift out, same day
Dec 16, 2021 to Nov 12, 2021factForm ADV

Dated events

Occurred
Jul 9, 2024
Control person left
Clinton Dennis Blodgett (Co-Founder, Managing Partner) no longer on Schedule A of Blodgett Wealth Advisors, Llc (listed 2024-03-07, absent 2024-07-09)
Form ADVobserved 5 days ago
Occurred
Oct 12, 2021
First Form ADV filing
Blodgett Wealth Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4a4ce353-e2f5-c225-1b4f-f02faaf1fdb0
First observed: Oct 12, 2021
Last observed: May 25, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BLODGETT WEALTH ADVISORS, LLC

CRD 316838

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4a4ce353-e2f5-c225-1b4f-f02faaf1fdb0

Data as of May 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:24 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DENNIS CLINTON BLODGETT

n/a

BRENTWOOD, CA | Concord, CA

DEVIN ROBERT BLODGETT

Certified Financial Planner

BRENTWOOD, CA

LANDON THOMAS BLODGETT

n/a

Concord, CA | BRENTWOOD, CA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BLODGETT, DEVIN, ROBERT

CO-FOUNDER, PARTNER, CHIEF COMPLIANCE OFFICER

yes

10/2021

Oct 12, 2021

Jul 9, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 26, 2026

$251M

$245M

n/a

2024

Feb 28, 2025

$224M

$219M

n/a

2023

Mar 7, 2024

$205M

$189M

n/a

2022

Mar 27, 2023

$173M

$160M

n/a

2021

Feb 28, 2022

$224M

$205M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$251M

$224M

11.8%

$173M

13.2%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

INTERSECT CAPITAL LLC

Dec 16, 2021

Nov 12, 2021

SAN RAMON, CA

Team lift out

RIA to new firm

22.2%