Blend Wealth Advisors Llc
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ADV data as of May 05, 2026
- Regulatory AUM
- $55.7M
- Discretionary
- $55.7M
- Clients
- 74
- Avg AUM / client
- $753K
- Accounts
- 372
- Employees
- 5
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 57 | $18.3M | 32.8% |
| High net worth individuals | 17 | $36.9M | 66.2% |
| Corporations and other businesses | Fewer than 5 clients | $516K | 0.93% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Alexis Lynn Woodward | Registered representative | CFP | Aug 2021 (5y) | |
| Timothy Brad Woodward | Registered representative | CFP | Sep 2021 (5y) | |
| James Christopher Miller | Registered representative | CFP | Jun 2025 (1y) | |
| David Alexander Karem | Registered representative | Jan 2026 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/05/2026 | 1.18 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $33.1M (59% of AUM) May 2026
- Fidelity Brokerage Services $13.8M (25% of AUM) May 2026
- Mtg, Llc $4.7M (8% of AUM) May 2026
- Alight Financial Solutions, Llc $1.4M (2% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 05, 2026.
View current Form ADV (SEC/IAPD) ↗