Advisor at BDL Wealth Management PLLC
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Firm
BDL Wealth Management PLLC
Location
Billings, MT 59101
Credentials
PFS™
Industry experience
1 year
Seth Blades is a financial advisor at BDL Wealth Management PLLC in Billings, MT, holding the PFS™ designation with one year of industry experience. Prior to joining BDL Wealth Management in 2024, he operated his own accounting firm, Seth H. Blades CPA PC, since 2017 and worked at Summers McNea from 2012 to 2017. He continues to provide tax planning and accounting services through his CPA firm. BDL Wealth Management PLLC offers discretionary portfolio management primarily to individual and high-net-worth clients, focusing on passive, index-based allocations using ETFs and mutual funds. The firm integrates fundamental analysis and modern portfolio theory while emphasizing low turnover and conducts regular account reviews, combining advisory services with affiliated tax and accounting offerings.
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.80% $2,000,001+: 0.75%
404 North 31 St St, Suite 125
Billings, MT 59101
Montana · Washington
BDL Wealth Management, PLLC
2024 - Present (2 years)
Seth H Blades CPA PC
2017 - Present (9 years)
Summers McNea
2012 - 2017 (5 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Lawyer
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Real estate agent
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Other specialized services
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CFA®, Series 63, Series 65
Billings, MT
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PFS™
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Series 65
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