Blue Sky Wealth Partners LLC

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Assets, Funds, Holdings

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Blue Sky Wealth Partners LLC
CRD #315110
SEC #801-121630
CIK #
AUM $4.8 M (2025-04-08)
Employees 1 (100% Investors, 0% Brokers)
Phone514-663-4050
Address
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
5.04.03.02.01.00.02011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 9 0.5
(b) Individuals (high net worth individuals) 8 4.3
(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 23 4.8
By Discretionary
Discretionary 23 4.8
Non-Discretionary 0 0.0
Total 23 4.8
By Non-United States Persons
Non-United States Persons 4.5
United States Persons 0.3
Total 23 4.8
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