Blodgett Wealth Advisors is an investment advisor in Concord with $224.45 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
873175154
SEC advisor number
801-122678
FINRA CRD number
316838
AUM ?
$224.45 mm
(as of 27 Oct 22)
Accounts
84
(as of 27 Oct 22)
Employees
2
(2 investment advisory or research)
Office hours
Monday - Friday, 9 AM - 5 PM
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Blodgett, Devin, Robert | Co-founder, Partner, Chief Compliance Officer | 10/2021 | 25-50% |
| Blodgett, Dennis, Clinton | Co-founder, Managing Partner | 10/2021 | > 75% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
21 Oct 24
13F-HR
Quarterly holdings report by institutional manager
23 Jul 24
13F-HR
Quarterly holdings report by institutional manager
22 Apr 24
13F-HR
Quarterly holdings report by institutional manager
2 Feb 24
13F-HR
Quarterly holdings report by institutional manager
27 Oct 23
13F-HR
Quarterly holdings report by institutional manager
26 Jul 23
13F-HR
Quarterly holdings report by institutional manager
21 Apr 23
13F-HR
Quarterly holdings report by institutional manager
2 Feb 23
13F-HR
Quarterly holdings report by institutional manager
20 Oct 22
13F-HR
Quarterly holdings report by institutional manager
19 Jul 22