BLEDSOE ASSET MANAGEMENT, LLC
SEC RegisteredYour Retirement. Our Priority.
About the firm
At Bledsoe Asset Management, we believe wealth should be a source of opportunity—not uncertainty. Since 2008, we've helped individuals and families navigate retirement with confidence. By listening first, planning thoughtfully, and building strategies tailored to your goals, we help you protect and grow your wealth with peace of mind.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial planning, portfolio management and investment advice, retirement income and Social Security strategies, and 401(k) and workplace plan advisory services.
Who they serve
Individuals and families navigating retirement, as well as business owners and workplace plan participants.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 294 | $115M |
| High Net Worth Individuals | 47 | $74M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 1.20% |
| Above $500,000 | 0.50% |
Data as of April 14, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BLEDSOE ASSET MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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