Timothy Brad Woodward

Employer firm

Blend Wealth CRD 316053

$55.7M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2012 → 06/2018
  Market Street Wealth Management Advisors Llc
  Indianapolis, IN
• 07/2018 → 09/2021
  Shoreline Wealth Advisors Llc
  New Castle, IN
• 09/2021 → Present
  Blend Wealth Advisors Llc
  Indianapolis, IN
• 10/2022 → 07/2023
  Blend Financial Inc., Dba Origin Financial
  Boston, MA
• 01/2025 → Present
  Blend Wealth Accounting Llc
  Indianapolis, IN

Previous Registrations

• 2022-10-31 → 2023-08-04
  Origin Investment Advisory Llc
  Sarasota, FL
  Indianapolis, IN
• 2018-07-31 → 2021-09-28
  Shoreline Wealth Advisors
  New Castle, IN
  Carmel, IN
• 2013-05-03 → 2018-07-02
  Market Street Wealth Management Advisors, Llc
  Indianapolis, IN

Other Businesses

Blend Wealth Accounting LLC; Not investment-related; 9800 Crosspoint Boulevard, Suite 200, Indianapolis, IN 46256; Accounting firm; Co-Founder and Chief Executive Officer; 1/2025; Approximately 80 hours/month devoted; Approximately 80 hours/month during securities trading hours; Provides tax planning, tax preparation, and other accounting services.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-04-09

Designations

• Certified Financial Planner

Other Names

• Tim Woodward