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| Blue Water Asset Management LLC
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|
|---|---|
| CRD # | 175362 |
| SEC # | 801-81153 |
| CIK # | |
| AUM | $334.7 MM (2024-08-08) |
| Employees | 12 (58% Investors, 17% Brokers) |
| Phone | 616-447-1600 |
| Address | 4120 E Beltline Ave Grand Rapids, MI 49525 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 542 | 140.5 |
| (b) Individuals (high net worth individuals) | 113 | 189.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 2 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 2.1 |
| (n) Other | 1 | 2.1 |
| Total | 1,695 | 334.7 |
| By Discretionary | ||
| Discretionary | 1,695 | 334.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,695 | 334.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 334.7 | |
| Total | 1,695 | 334.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Kensho Capital LLC
✚
|
0.3 | |
|
Old North State Wealth Management LLC
✚
|
NC | 0.3 |
|
MBM Wealth Consultants LLC
✚
|
MO | 0.3 |
|
SARD Wealth Management Group LLC
✚
|
GA | 0.3 |
|
Fidato Wealth LLC
✚
|
OH | 0.3 |
|
Robinson Smith Wealth Advisors LLC
✚
|
ME | 0.3 |
|
Exeter Financial LLC
✚
|
AZ | 0.3 |
|
Mystic Asset Management Inc
✚
|
RI | 0.3 |
|
Quad-Cities Investment Group LLC
✚
|
IA | 0.3 |
|
KKM Financial LLC
✚
|
IL | 0.3 |