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- Custodian
- Betterment · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Radial
- Established Date
- 08-30-2021
- Office Locations
- 2
Office Locations
About Blend Wealth
Blend Wealth is a fee-only fiduciary RIA that pairs investment management and financial planning with hands-on tax strategy and accounting support (bookkeeping, payroll, monthly P&L). The firm serves small-to-mid business owners, high earners, and retirees, and also supports estate planning and insurance decisions. Based in Indianapolis with a Louisville presence, they custody with major platforms like Schwab and have been featured in outlets such as MarketWatch.
Team overview
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Investment Themes
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Owner & Executives
ALEXIS LYNN WOODWARD
Advisor, Chief Executive Officer
- CRD
- #7327281
- Ownership
- Less than 5%
TIMOTHY BRAD WOODWARD
Chief Compliance Officer, President, Wealth Advisor
- CRD
- #6191791
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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David Alexander Karem
--
- CRD
- #8088476
JAMES CHRISTOPHER MILLER
--
- CRD
- #6108543
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $55,711,220 | -- |
| Non-Discretionary | $0 | -- |
| Total | $55,711,220 | -- |
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Separately Managed Accounts
Total SMA Asset: $55,711,220
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $477,237,731 | 14.6% |
| Cash | $1,209,438,084 | 37.0% |
| Equity - Exchange | $1,582,075,764 | 48.4% |
| Total | $3,268,751,579 | 100.0% |