|
⚲
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| Bluekey Wealth Advisors LLC
✚
| |
|---|---|
| CRD # | 139610 |
| SEC # | 801-116707 |
| CIK # | |
| AUM | $121.1 MM (2024-03-12) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 954-986-0633 |
| Address | 3878 Sheridan Street Hollywood, FL 33021 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 61 | 25.3 |
| (b) Individuals (high net worth individuals) | 34 | 95.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 347 | 121.1 |
| By Discretionary | ||
| Discretionary | 325 | 109.4 |
| Non-Discretionary | 22 | 11.7 |
| Total | 347 | 121.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 121.1 | |
| Total | 347 | 121.1 |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Bluekey Wealth Advisors LLC
✚
|
FL | 0.1 |
|
Bluekey Equity Partners LLC
✚
|
FL | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Intercam Advisors Inc
✚
|
FL | 0.1 |
|
Rochester Wealth Strategies LLC
✚
|
MI | 0.1 |
|
McCarley & Cook LLC
✚
|
OH | 0.1 |
|
Redwood Park Advisors LLC
✚
|
CA | 0.1 |
|
Greensview Wealth Management LLC
✚
|
TN | 0.1 |
|
Redemption Capital Partners LLC
✚
|
TX | 0.1 |
|
LMPG Wealth Advisors LLC
✚
|
FL | 0.1 |
|
The RENN Wealth Management Group Inc
✚
|
GA | 0.1 |
|
Alterity Financial Group LLC
✚
|
ME | 0.1 |
|
AIM Advisors LLC
✚
|
NC | 0.1 |