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| Happy Holidays!! thanks for using AUM13F!! |
| Blue Wealth Inc
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|---|---|
| CRD # | 330324 |
| SEC # | 801-132547 |
| CIK # | |
| AUM | $100.4 M (2025-05-12) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Phone | 704-302-1141 |
| Address | 5970 Fairview Road, Suite 400 Charlotte, NC 28210 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 201 | 51.8 |
| (b) Individuals (high net worth individuals) | 33 | 48.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 658 | 100.4 |
| By Discretionary | ||
| Discretionary | 658 | 100.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 658 | 100.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 100.4 | |
| Total | 658 | 100.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Infinity Advisory Group LLC
✚
|
MI | 0.1 |
|
Victory Asset Management Co Inc
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|
NJ | 0.1 |
|
Zenith Solutions Inc
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|
PA | 0.1 |
|
Mutual Fund Protection Service
✚
|
CO | 0.1 |
|
Infinium Investment Advisors LLC
✚
|
CO | 0.1 |
|
We Financial Group
✚
|
0.1 | |
|
Peak American Investment Advisors Inc
✚
|
TX | 0.1 |
|
Axiom Wealth Strategies LLC
✚
|
OR | 0.1 |
|
Thrasher & Chambers Wealth Management LLC
✚
|
AR | 0.1 |
|
Brandywine Financial Group Inc
✚
|
0.1 |