DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Former SEC-registered adviser
Blend Wealth
Legal name Blend Wealth Advisors LLC
Latest filing Aug 17, 2026
First filing on the tape Aug 17, 2026 · 1 filings
RAUM
$55.7M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
99%
$55.2M individuals and HNW
Advisors
n/a
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
5
4 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
0 filings and snapshots on the tape
RAUM: no history
HNW client RAUM: no history
State-registered IARs (5.B.3): no history
Employees (5.A): no history
Private funds: no history
Practice profile
derived from the filing of Aug 17, 2026; every figure names its basis
- RAUM per advisor
- $13.9MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 19derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.2MderivedHNW RAUM over HNW clients
- Average account
- $149,761derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- unknownderivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 2.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consultingreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$36.9M66%
- Individuals$18.3M33%
- Corporations and businesses$516,0060.9%
- Individual clients
- 57reported
- HNW clients
- 17reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 372reported
- Financial planning clients
- 51-100reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- on the IAPD state feed, not SEC-registeredderived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Alexis Lynn WoodwardCertified Financial Planner | Indianapolis, In | Aug 30, 2021 | 15 y | 1 |
| Timothy Brad WoodwardCertified Financial Planner | Indianapolis, In | Sep 3, 2021 | 13 y | 3 |
| James Christopher MillerCertified Financial Planner | Indianapolis, In | Jun 3, 2025 | 13 y | 2 |
| David Alexander Karem | Indianapolis, In | Jan 12, 2026 | 13 y | 1 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 days0 left over 36 months
Left, latest
none on the tape
Joined, latest
- David Alexander Karem from Lfg Wealth Partners, LLCJan 12, 2026 · RIA to a state-registered adviser
- James Christopher Miller from Osaic Wealth, Inc.Jun 3, 2025 · Affiliated broker-dealer or bank to a state-registered adviser
- Timothy Brad Woodward from Shoreline Wealth AdvisorsSep 3, 2021 · RIA to a state-registered adviser
- Alexis Lynn Woodward from Market Street Wealth Management Advisors, LLCAug 30, 2021 · RIA to a state-registered adviser
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
No Schedule A on the extract for this adviser.
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Indianapolis, In · principal | 4 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
One filing, no change to show.
Signals
3 dated events
- David Alexander Karem added a KY registration at Blend WealthSep 16, 2026 · New state registration · fact
- Alexis Lynn Woodward added a KY registration at Blend WealthSep 16, 2026 · New state registration · fact
- Timothy Brad Woodward added a KY registration at Blend WealthSep 16, 2026 · New state registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/blend-wealthreportedpublic record, Form ADV, Sep 17, 2026
- Website
- blendwealth.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (317) 854-5656reportedpublic record, Form ADV, Aug 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- STATE REGISTEREDderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 15, 2026