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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Blue Water Asset Management LLC
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| CRD # | 175362 |
| SEC # | 801-81153 |
| CIK # | |
| AUM | $386.8 M (2025-06-24) |
| Employees | 12 (58% Investors, 17% Brokers) |
| Phone | 616-447-1600 |
| Address | 4120 E Beltline Ave Grand Rapids, MI 49525 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 746 | 160.7 |
| (b) Individuals (high net worth individuals) | 112 | 210.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 5.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 2 | 0.5 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 7.4 |
| (n) Other | 1 | 2.2 |
| Total | 1,796 | 386.8 |
| By Discretionary | ||
| Discretionary | 1,796 | 386.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,796 | 386.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 386.8 | |
| Total | 1,796 | 386.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Kathleen S Wright Associates Inc
✚
|
PA | 0.4 |
|
Baldwin & Clarke Advisory Services LLC
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|
NH | 0.4 |
|
Certior Financial Group LLC
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|
PA | 0.4 |
|
Point Bridge Capital LLC
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|
TX | 0.4 |
|
Geneva Partners LLC
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|
WI | 0.4 |
|
Signature Wealth Management Partners LLC
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|
NJ | 0.4 |
|
Bishop & Company Investment Management LLC
✚
|
PA | 0.4 |
|
Monex Asset Management Inc
✚
|
TX | 0.4 |
|
Precision Wealth Strategies LLC
✚
|
MO | 0.4 |
|
PFW Advisors LLC
✚
|
GA | 0.4 |