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.
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SEC-registered adviser
B••••••• W••••• A•••••••• L••
Latest filing May 25, 2026
First filing on the tape Oct 12, 2021 · 14 filings
SEC status approved since Nov 12, 2021
RAUM
$251M
reported, Item 5.F
Discretionary
98%
of RAUM
Private clients
94%
$237M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$83.6M
derived; firm RAUM over IAPD count
Employees
3
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
14 filings and snapshots on the tape
RAUM$251M as of May 25, 2026
Feb 28, 2022$224M then
HNW client RAUM$222M as of May 25, 2026
Feb 28, 2022$199M then
State-registered IARs (5.B.3)2 as of May 25, 2026
Feb 28, 20222 then
Employees (5.A)3 as of May 25, 2026
Feb 28, 20222 then
Private funds: no history
RAUM +12% over the last fiscal year+13% a year over threeIARs 3 to 2
Practice profile
derived from the filing of May 25, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $83.6MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 34derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $4.0MderivedHNW RAUM over HNW clients
- Average account
- $2.4MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 98%derivedof RAUM
- Institutional
- 5.7%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 3.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +12%derivedbetween the last two annual amendments
- Advisor growth, one year
- -33%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +7.3%derived
- Compensation
- percentage of assets, hourly, 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)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$222M88%
- Individuals$14.9M5.9%
- Pension and profit-sharing plans$14.4M5.7%
- Individual clients
- 48reported
- HNW clients
- 55reported
- Pension plan clients
- 11reported
- Charitable clients
- n/areported
- Accounts
- 104reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.94 fund_share=0.0 institutional_share=0.06 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| D•••• R••••• B•••••••Certified Financial Planner | Brentwood, Ca | Nov 12, 2021 | 13 y | 3 |
| D••••• C•••••• B••••••• | Brentwood, Ca | Nov 12, 2021 | 40 y | 1 |
| L••••• T••••• B••••••• | Concord, Ca | Oct 1, 2024 | 10 y | 2 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- L••••• T••••• B••••••• from I•••••• C•••••• M•••••••••Oct 1, 2024 · RIA to RIA
- D•••• R••••• B••••••• from I•••••••• C•••••• L••Nov 12, 2021 · RIA to a newly registered adviser
- D••••• C•••••• B••••••• from I•••••••• C•••••• L••Nov 12, 2021 · RIA to a newly registered adviser
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from I•••••••• C•••••• L••Dec 16, 2021 · San Ramon, Ca
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B•••••••• D••••• R••••• · Co-Founder, Partner, Chief Compliance Officercontrolsince 10/2021 · owns 75% or more
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 |
|---|---|---|---|---|---|
| Brentwood, Ca | 3 | 0 | 0 | ||
| Concord, Ca | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 97 to 104Feb 28, 2025 to Feb 26, 2026
- Advisory employees · 3 to 2Feb 28, 2025 to Feb 26, 2026
- HNW clients · 59 to 55Feb 28, 2025 to Feb 26, 2026
- Individual clients · 37 to 48Feb 28, 2025 to Feb 26, 2026
- State-registered IARs · 3 to 2Feb 28, 2025 to Feb 26, 2026
- Discretionary RAUM · $219M to $245MFeb 28, 2025 to Feb 26, 2026
- HNW RAUM · $197M to $222MFeb 28, 2025 to Feb 26, 2026
- Individual RAUM · $8.7M to $14.9MFeb 28, 2025 to Feb 26, 2026
- Non-discretionary RAUM · $5.7M to $6.1MFeb 28, 2025 to Feb 26, 2026
- Pension RAUM · $19.2M to $14.4MFeb 28, 2025 to Feb 26, 2026
- RAUM · $224M to $251MFeb 28, 2025 to Feb 26, 2026
- Accounts · 94 to 97Jul 9, 2024 to Feb 28, 2025
- Advisory employees · 2 to 3Jul 9, 2024 to Feb 28, 2025
- HNW clients · 56 to 59Jul 9, 2024 to Feb 28, 2025
- Individual clients · 31 to 37Jul 9, 2024 to Feb 28, 2025
- Pension plan clients · 6 to 11Jul 9, 2024 to Feb 28, 2025
- Employees · 2 to 3Jul 9, 2024 to Feb 28, 2025
- Financial planning clients · 0 to 0Jul 9, 2024 to Feb 28, 2025
- HQ city · unset to Jul 9, 2024 to Feb 28, 2025
- HQ state · unset to Jul 9, 2024 to Feb 28, 2025
- State-registered IARs · 2 to 3Jul 9, 2024 to Feb 28, 2025
- Discretionary RAUM · $189M to $219MJul 9, 2024 to Feb 28, 2025
- HNW RAUM · $175M to $197MJul 9, 2024 to Feb 28, 2025
- Individual RAUM · $7.9M to $8.7MJul 9, 2024 to Feb 28, 2025
- Non-discretionary RAUM · $15.5M to $5.7MJul 9, 2024 to Feb 28, 2025
- Pension RAUM · $12.1M to $19.2MJul 9, 2024 to Feb 28, 2025
- RAUM · $205M to $224MJul 9, 2024 to Feb 28, 2025
- Accounts · 93 to 94Sep 26, 2023 to Mar 7, 2024
- HNW clients · 55 to 56Sep 26, 2023 to Mar 7, 2024
- Discretionary RAUM · $160M to $189MSep 26, 2023 to Mar 7, 2024
- HNW RAUM · $147M to $175MSep 26, 2023 to Mar 7, 2024
- Individual RAUM · $7.0M to $7.9MSep 26, 2023 to Mar 7, 2024
- Non-discretionary RAUM · $13.4M to $15.5MSep 26, 2023 to Mar 7, 2024
- Pension RAUM · $10.3M to $12.1MSep 26, 2023 to Mar 7, 2024
- RAUM · $173M to $205MSep 26, 2023 to Mar 7, 2024
- Accounts · 84 to 93Oct 27, 2022 to Mar 27, 2023
- HNW clients · 53 to 55Oct 27, 2022 to Mar 27, 2023
- Individual clients · 25 to 31Oct 27, 2022 to Mar 27, 2023
- Pension plan clients · 5 to 6Oct 27, 2022 to Mar 27, 2023
- Assets in custody · 5703026.0 to unsetOct 27, 2022 to Mar 27, 2023
Signals
2 dated events
- Clinton Dennis Blodgett (Co-Founder, Managing Partner) no longer on Schedule A of B••••••• W••••• A•••••••• L•• (listed 2024-03-07, absent 2024-07-09)Jul 9, 2024 · Control person left · inference
- B••••••• W••••• A•••••••• L•• filed its initial SEC registration (Form ADV)Oct 12, 2021 · First SEC 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
- Website
- blodgettwealth.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 801-707-0002reportedpublic record, Form ADV, May 25, 2026
- Contact form
- blodgettwealth.com/contact-usreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- blodgettwealth.com/who-we-arereportedpublished by the firm, firm site, Sep 15, 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
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $83.6Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026