Blend Wealth

Blend Wealth (CRD# 316053) is a financial advisory firm headquartered in , . They manage $11,360,536 in 127 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

http://www.blendwealth.com/

By the Numbers

Total Assets Under Management

11

MILLION
Total Number of Accounts

127

ACCOUNTS
Average Account Value

$89,453

Compensation Options

A percentage of assets under your management
Hourly charges
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses (other than small businesses) or institutional clients
Educational seminars/workshops

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

IN, TX

Financial Advisors at Blend Wealth

Showing 1 - 2 of 2 top financial advisors.

Timothy B. Woodward

CRD#: 6191791

Indianapolis, IN

Timothy Woodward (CRD# 6191791) is an Investment Advisor Representative working at Blend Wealth in Indianapolis, IN and has over 11 years of experience in the finance industry.

Alexis L. Woodward

CRD#: 7327281

Indianapolis, IN

Alexis Woodward (CRD# 7327281) is an Investment Advisor Representative working at Blend Wealth in Indianapolis, IN and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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