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| BlueSky Wealth Advisors LLC
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| |
|---|---|
| CRD # | 116760 |
| SEC # | 801-78583 |
| CIK # | 0001704107 |
| AUM | $730.2 MM (2024-08-14) |
| Employees | 14 (64% Investors, 0% Brokers) |
| Phone | 252-633-0107 |
| Address | 2131 S Glenburnie Road New Bern, NC 28562 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 6.6 | |
| GOOG | 1,482,566.4 | 5.4 | |
| AMZN | 1,092,997.8 | 5.0 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 149 | 86.8 |
| (b) Individuals (high net worth individuals) | 197 | 639.1 |
| (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 | 3 | 4.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,559 | 730.2 |
| By Discretionary | ||
| Discretionary | 1,559 | 730.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,559 | 730.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 730.2 | |
| Total | 1,559 | 730.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001704107] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Rhame & Gorrell Wealth Management LLC
✚
|
TX | 0.7 |
|
Eldridge Investment Advisors Inc
✚
|
NH | 0.7 |
|
Pettyjohn Wood & White Inc
✚
|
VA | 0.7 |
|
Financial Enhancement Group LLC
✚
|
IN | 0.7 |
|
Amussen Hunsaker & Associates LLC
✚
|
UT | 0.7 |
|
Franklin Parlapiano Turner & Welch LLC
✚
|
TX | 0.7 |
|
North Point Portfolio Managers Corporation
✚
|
OH | 0.7 |
|
Capstone Wealth Advisors LLC
✚
|
OR | 0.7 |
|
Erguz LLC
✚
|
TX | 0.7 |
|
Sachetta LLC
✚
|
MA | 0.7 |