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| Bluedoor Private Wealth LLC
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|---|---|
| CRD # | 301907 |
| SEC # | 801-131443 |
| CIK # | 0002110994 |
| AUM | 337.3 M (2026-06-11) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 781-810-4604 |
| Address | 50 Dunham Ridge Beverly, MA 01915 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002110994 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 8.5 | ||
| Seacoast Banking Corp of Florida | 7.4 | ||
| Amazon Com Inc | 6.1 | ||
| SPDR Gold Trust | 5.3 | ||
| Alphabet Inc | 4.6 | ||
| Microsoft Corp | 4.4 | ||
| Alphabet Inc | 4.1 | ||
| Nvidia Corp | 3.9 | ||
| Mastercard Inc | 3.7 | ||
| iShares Comex Gold Trust | 3.7 | ||
| Visa Inc | 2.9 | ||
| Wal Mart Stores Inc | 2.6 | ||
| TJX Companies Inc /DE/ | 2.5 | ||
| Waste Management Inc | 2.4 | ||
| Caterpillar Inc | 2.3 | ||
| Johnson & Johnson | 2.2 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 67 | 32.2 |
| (b) Individuals (high net worth individuals) | 68 | 301.2 |
| (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 | 2 | 3.8 |
| (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 | 432 | 337.3 |
| By Discretionary | ||
| Discretionary | 432 | 337.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 432 | 337.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 337.3 | |
| Total | 432 | 337.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002110994] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
J Hagan Capital Inc
✚
|
KY | 341.8 M |
|
Smedley Financial Services Inc
✚
|
UT | 341.8 M |
|
Diversified Financial Management Associates Inc
✚
|
MA | 338.8 M |
|
Eiger Wealth Management LLC
✚
|
CA | 338.7 M |
|
Wetzel Investment Advisors Inc
✚
|
IN | 338.3 M |
|
Navigate Financial LLC
✚
|
UT | 337.9 M |
|
Assetgrade LLC
✚
|
MA | 337.7 M |
|
The Nalls Sherbakoff Group LLC
✚
|
TN | 337.1 M |
|
TRU Independence Asset Management LLC
✚
|
OR | 336.9 M |
|
Cottage Street Advisors LLC
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|
MA | 333.8 M |