B
$250.9M Total AUM
$244.8M Disc. AUM
3.5% 3Y CAGR
3 Employees
114 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- CapitalDelta prime
- Established Date
- 11-12-2021
- Office Locations
- 2
Office Locations
-- Brentwood CA
-- Concord CA
About Blodgett Wealth Advisors, LLC
Blodgett Wealth Advisors is a fee-only, fiduciary RIA serving high-net-worth families with customized financial planning and directly managed portfolios. The team emphasizes transparent, conflict-free advice and draws on experience from leading Wall Street firms. Custodies assets with Charles Schwab and intentionally keeps a small client roster for high-touch service.
Team overview
28 AVG AGE
$125.5M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
3.6 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
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Asset Classes
Focus vertex Pioneer pathway Legacy Bridge horizon Pathway bridge Ridge fusion Element
Client Personas
North Alpha frontier
Custodian
Horizon
Investment Themes
Value Bridge harbor Delta matrix Matrix
Investment Vehicles
Pioneer delta Foundation
Services
Timber Pioneer vertex Pioneer optima Ember Legacy bridge Catalyst Element fusion Delta Meridian horizon
Technology
Pioneer Meridian wave
Owner & Executives
DEVIN ROBERT BLODGETT
Chief Compliance Officer, Co-founder, PARTNER
- CRD
- #5549491
- Ownership
- 75% or more
(459) 245-1548
peak.eagle@summitcapital.com
in linkedin.com/in/matrix-wave
Showing 1 of 1 owners & executives
Unlock allContacts
D
DENNIS CLINTON BLODGETT
Partner
- CRD
- #1443590
(815) 564-3185
capital.legacy@optimacapital.com
in linkedin.com/in/focus-value
L
LANDON THOMAS BLODGETT
--
- CRD
- #7215239
(910) 385-7803
quantum.matrix@unisoncapital.com
in linkedin.com/in/legacy-pathway
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $244,779,825 | $2,376,503 |
| Non-Discretionary | $6,149,509 | $6,149,509 |
| Total | $250,929,334 | $2,412,782 |
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Separately Managed Accounts
Total SMA Asset: $250,929,334
Equity - Exchange:
28.6% Public Funds:
43.2% U.S. Government/Agency:
10.5% Cash:
17.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,607,426,979 | 28.6% |
| Public Funds | $2,428,001,590 | 43.2% |
| U.S. Government/Agency | $590,139,275 | 10.5% |
| Cash | $994,806,207 | 17.7% |
| Total | $5,620,374,051 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| WAVE GLACIER FRONTIER | SUMMIT MATRIX | 4XRNFPUBN | ROFP | 5.10% | $18,795,456 |
| PATHWAY TIMBER PIONEER | CAPITAL ELEMENT | 4A7XUQWM2 | YGXY | 1.83% | $46,298,312 |
| GLACIER HORIZON | VITAL TIMBER | L5FP76Q6E | MKGJ | 8.82% | $43,212,861 |
| CAPITAL VITAL | ELEMENT ATLAS | FELS0LQ5A | IBK | 10.44% | $107,412,844 |
| HORIZON HORIZON | SIGNAL PEAK | 1ID3ZKYLP | ITOLK | 12.17% | $1,683,325 |
| MOMENTUM ATLAS | VERTEX FOUNDATION | 93SNENBNX | SJVEL | 3.02% | $45,329,792 |
| ZENITH CREST | UNISON OAK | R6AI7A0ER | YHPKT | 10.52% | $106,504,509 |
| BEACON CATALYST | FRONTIER NORTH | KU75ZACFX | HEQX | 3.74% | $70,587,533 |