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Building 2BLODGETT WEALTH ADVISORS, LLC

Map pin
Phone801-707-0002
NotebookSEC #801-122678
Total AUM
$250.9M
Employees
3
Clients
114

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
801-707-0002

ReceiptFinancials

Total AUM
$250.9M
Accounts
104
Discretionary
$244.8M
Accounts
103
Non-Discretionary
$6.1M
Accounts
1

ContactClients

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Individual Clients
48
AUM
$14.9M
HNW Individual Clients
55
AUM
$221.6M
Pension/Profit Sharing Plan Clients
11
AUM
$14.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAIDTXUT

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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