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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Bluedoor Private Wealth LLC
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|---|---|
| CRD # | 301907 |
| SEC # | 801-131443 |
| CIK # | |
| AUM | $105.9 M (2025-03-31) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 978-969-6115 |
| Address | 50 Dunham Ridge Beverly, MA 01915 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 21 | 8.3 |
| (b) Individuals (high net worth individuals) | 24 | 92.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 4.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 158 | 105.9 |
| By Discretionary | ||
| Discretionary | 157 | 105.7 |
| Non-Discretionary | 1 | 0.3 |
| Total | 158 | 105.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 105.9 | |
| Total | 158 | 105.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Layline Advisors LLC
✚
|
NY | 0.1 |
|
Liberty Asset Management LLC
✚
|
PA | 0.1 |
|
Individual Asset Management Inc
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CA | 0.1 |
|
Sky Vision Wealth Management Corp
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|
CA | 0.1 |
|
Aspire Advisors LLC
✚
|
NY | 0.1 |
|
JMA Financial Advisors Inc
✚
|
TX | 0.1 |
|
Omdurman LLC
✚
|
WA | 0.1 |
|
Abel Financial Management Co
✚
|
0.1 | |
|
Stone Steps Financial LLC
✚
|
CA | 0.1 |
|
AG Financial LLC
✚
|
UT | 0.1 |