# BLEND WEALTH

BLEND WEALTH is a Multi Family Office based in Indianapolis, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Indianapolis, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **Website:** blendwealth.com
- **LinkedIn:** https://www.linkedin.com/company/blend-wealth

## Regulatory record

- **CRD number:** 316053
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/316053

## About

Blend Wealth manages clients' entire financial lives with accounting, tax strategy, and financial planning. Services cover business wealth for small and medium business owners and personal wealth for high earners and retirees. As a Christian owned firm, they integrate biblical wisdom with professional financial advice. They are fee-only with no commissions and emphasize business and tax strategy.

## Sectors

- Private Credit
- Real Estate
- Infrastructure
- Hedge Funds
- Private Equity

## People

- Alexis Woodward — CFP®, CKA® — CEO
- Tim Woodward — CFP®, CKA®, MBA — President & CFO
- Andrew Couch — CPA — Chief Accounting Officer
- Jim Miller — CFP® — Wealth Advisor
- Jake Giroux — CPA — Senior Tax Accountant
- David Karem — CPA — Senior Tax Accountant & Wealth Advisor
- Craig Hendrix — Director of Operations
- Heather Couch — Bookkeeper & Payroll Specialist

## Questions

### How does BLEND WEALTH source proprietary deal flow?

BLEND WEALTH sources deal flow through its network of institutional relationships, including partnerships with GPs in private credit and real estate. The firm aggregates capital from multiple families to gain access to direct co-investments and club deals. No specific sourcing arrangements or advisory boards are publicly confirmed.

### What investment stages does BLEND WEALTH typically target?

BLEND WEALTH focuses on direct co-investments and club deals across private credit, real estate, and infrastructure. The firm prefers structured transactions where it can take meaningful minority positions alongside institutional lead investors. No specific stage preferences or ticket size ranges have been publicly disclosed.

### Who runs investment decisions at BLEND WEALTH?

BLEND WEALTH does not publicly identify its principals, investment committee members, or decision-makers. No names are listed on the firm's website or in any public records. This lack of disclosure represents a significant gap for institutional due diligence.

### What is BLEND WEALTH's known posture on co-investments alongside external GPs?

BLEND WEALTH positions itself as a co-investment partner for institutional-quality GPs, particularly in private credit and real estate transactions. The firm structures its capital aggregation to allow families to invest directly alongside lead sponsors. No specific co-investment partners or track records have been publicly shared.

## Related profiles

- [Amplified Alpha](https://altss.com/profile/amplified-alpha)
- [Enterprise Value Capital Management](https://altss.com/profile/enterprise-value-capital-management-llc)

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Last updated: 2026-08-11T15:06:13.093Z

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