Landon T. Blodgett

BLODGETT WEALTH ADVISORS

Concord, CA

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CRD#: 7215239

Professional summary

Landon Thomas Blodgett is a registered financial advisor currently at BLODGETT WEALTH ADVISORS, LLC located in Concord, California.

Landon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Landon has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Landon Thomas Blodgett's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 1, 2024 - Present

BLODGETT WEALTH ADVISORS, LLC

RIA

CRD#: 316838

Concord, CA

Past

September 7, 2023 - March 26, 2024

INSIGHT CAPITAL MANAGEMENT

RIA

CRD#: 314558

SAN RAMON, CA

Past

September 17, 2021 - July 18, 2023

FISHER INVESTMENTS

RIA

CRD#: 107342

TAMPA, FL

Past

October 9, 2020 - June 22, 2021

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Austin, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BLODGETT WEALTH ADVISORS, LLC

CRD#: 316838 / SEC#: 801-122678

RIA

Registered Investment Advisory firm - (11/12/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(10/1/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/8/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/21/2020

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/9/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 7/27/2020

Securities Industry Essentials Examination

Current Firm

BLODGETT WEALTH ADVISORS, LLC

CRD#: 316838 / SEC#: 801-122678

RIA

Registered Investment Advisory firm - (11/12/2021 Approved)

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Contact information

Main Address

Brentwood, CA

Mailing Address

Phone number

(801) 707-0002

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - BLODGETT WEALTH ADVISORS, LLC (2/28/2025)

Regulatory assets under management

Total Number of Accounts	97
AUM (Assets Under Management)	$ 224,447,180

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/17/2025	Cover Page	Report
12/18/2024	Cover Page	Report
11/29/2023	Cover Page	Report
01/09/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Landon T. Blodgett

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Landon Thomas Blodgett's CRS (Customer Relationship Summary).

Certified licenses

Experience

INSIGHT CAPITAL MANAGEMENT

FISHER INVESTMENTS

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

BLODGETT WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/8/2021

Series 63

Date: 12/21/2020

Series 7TO

Date: 10/9/2020

SIE

Date: 7/27/2020

Current Firm

BLODGETT WEALTH ADVISORS, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BLODGETT WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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