|
⚲
|
| Bluekey Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 139610 |
| SEC # | 801-116707 |
| CIK # | |
| AUM | $141.2 M (2025-03-26) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 954-986-0633 |
| Address | 3878 Sheridan Street Hollywood, FL 33021 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 38 | 110.9 |
| (b) Individuals (high net worth individuals) | 72 | 30.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 431 | 141.2 |
| By Discretionary | ||
| Discretionary | 423 | 133.0 |
| Non-Discretionary | 8 | 8.3 |
| Total | 431 | 141.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 141.2 | |
| Total | 431 | 141.2 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Bluekey Wealth Advisors LLC
✚
|
FL | 0.1 |
|
Bluekey Equity Partners LLC
✚
|
FL | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Ridgeline Wealth Advisors LLC
✚
|
NC | 0.1 |
|
Cogent Private Wealth Inc
✚
|
FL | 0.1 |
|
Scratch Capital LLC
✚
|
ID | 0.1 |
|
Water Valley Investment Advisors Inc
✚
|
TX | 0.1 |
|
Monetary Solutions Ltd
✚
|
OH | 0.1 |
|
McCarley & Cook LLC
✚
|
OH | 0.1 |
|
Parvin Asset Management LLC
✚
|
SD | 0.1 |
|
Babb Wealth Advisors LLC
✚
|
AZ | 0.1 |
|
Parable LLC
✚
|
FL | 0.1 |
|
Capital Financial LLC
✚
|
MD | 0.1 |