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| Happy Holidays!! thanks for using AUM13F!! |
| Blue Water Wealth Inc
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| CRD # | 164432 |
| SEC # | 801-112810 |
| CIK # | |
| AUM | $384.2 M (2025-02-27) |
| Employees | 14 (79% Investors, 0% Brokers) |
| Phone | 503-296-8700 |
| Address | 6600 SW 92nd Avenue Portland, OR 97223 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 181 | 61.3 |
| (b) Individuals (high net worth individuals) | 199 | 321.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,078 | 384.2 |
| By Discretionary | ||
| Discretionary | 1,078 | 384.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,078 | 384.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 384.2 | |
| Total | 1,078 | 384.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Lakeside Advisors Inc
✚
|
WA | 0.4 |
|
Planned Asset Management LLC
✚
|
CA | 0.4 |
|
Rooney Capital Management Inc
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|
0.4 | |
|
Cambridge Capital Management LLC
✚
|
IL | 0.4 |
|
The Martin Worley Group
✚
|
UT | 0.4 |
|
Old North State Wealth Management LLC
✚
|
NC | 0.4 |
|
Guidance Capital Inc
✚
|
KY | 0.4 |
|
Flagship Private Wealth LLC
✚
|
MA | 0.4 |
|
Oak Asset Management LLC
✚
|
CA | 0.4 |
|
Turning Point Benefit Group Inc
✚
|
MD | 0.4 |