Blodgett Wealth Advisors LLC

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Assets, Funds, Holdings

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Blodgett Wealth Advisors LLC
CRD #316838
SEC #801-122678
CIK #0001907826
AUM $204.7 MM (2024-07-09)
Employees 2 (100% Investors, 0% Brokers)
Phone801-707-0002
Address2006 Riddling Ct
Brentwood, CA 94513
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
2502001501005002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 14.7
NVDA 399,550.0 14.3
MSFT 1,918,222.4 13.1
GOOGL 1,475,138.5 8.2
AMZN 1,092,997.8 5.6
LLY 301,789.7 3.9
COST 207,576.9 3.6
JPM 340,169.2 2.2
WM 61,816.0 1.9
MRK 232,371.9 1.9
View All
Holdings by Sector ($MM)
13010478522602022202320242025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 31 7.9
(b) Individuals (high net worth individuals) 56 174.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 6 12.1
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 1 10.1
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 94 204.7
By Discretionary
Discretionary 92 189.2
Non-Discretionary 2 15.5
Total 94 204.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 204.7
Total 94 204.7
EDGAR Form CIK 2011 - 2024
13F-HR [0001907826]
Comparable Firms State AUM ($BB)
JW Korth & Company Limited Partnership
MI 0.2
Define Financial LLC
CA 0.2
MHS Advisory Services LLC
MN 0.2
Apex Capital Management LLC
LA 0.2
Capstone Wealth Management Group LLC
PA 0.2
RMW Advisors LLC
TX 0.2
Hansen & Associates Financial Group Inc
CA 0.2
Mark Gillam Enterprises
CA 0.2
Capital Innovations LLC
WI 0.2
Wedgewood Investors Inc
PA 0.2
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