Blend Wealth

Overview

Blend Wealth is an independent registered investment adviser organized as a limited liability company that serves individuals and families. The firm bills clients via a percentage-of-AUM model and fixed fees, and its advisory scope includes financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. The firm does not identify as an active ESG investor and is not positioned as a capital allocator; it lists an industry affiliation with accountants. Blend Wealth is a domestic entity with individual ownership. The snapshot indicates it is not designated as a multistate adviser, despite maintaining an office presence in more than one state.

Assets & Accounts

Investments & Alternatives

Location & Offices