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| Blue Sky Wealth Partners LLC
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|
|
|---|---|
| CRD # | 315110 |
| SEC # | 801-121630 |
| CIK # | |
| AUM | $4.0 MM (2023-01-30) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 514-663-4050 |
| Address | 10610 Grande Allee Montreal, Canada |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10 | 0.2 |
| (b) Individuals (high net worth individuals) | 5 | 3.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 15 | 4.0 |
| By Discretionary | ||
| Discretionary | 15 | 4.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 15 | 4.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.9 | |
| United States Persons | 0.1 | |
| Total | 15 | 4.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Streetbeat LLC
✚
|
CA | 0.0 |
|
St Louis Financial Planners Inc
✚
|
MO | 0.0 |
|
Tigris Consulting LLC
✚
|
0.0 | |
|
Pantheon Investment LLC
✚
|
TN | 0.0 |
|
Alinea Invest Inc
✚
|
NY | 0.0 |
|
Bloom Investment Advisors LLC
✚
|
NJ | 0.0 |
|
Multigenerationalblack Inc
✚
|
NY | 0.0 |
|
Neon Money Incorporated
✚
|
NY | 0.0 |
|
EKO Investments Inc
✚
|
NY | 0.0 |
|
Guardianwealth Inc
✚
|
MA | 0.0 |