Bluesky Wealth Advisors LLC

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Assets, Funds, Holdings

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CAFR Data
Bluesky Wealth Advisors LLC
CRD #116760
SEC #801-78583
CIK #
AUM $426.1 MM (100% Disc, 100% US)
Employees11 (73% Investors, 0% Brokers)
Phone252-633-0107
Address2131 S Glenburnie Road
New Bern, NC 28562
Source [IAPD] [Website]
Total AUM ($MM)
4303442581728602007201120152020
Sector Holding Cap ($MM) Value ($MM)
VCSH41.0
BKLN21.2
SCHX18.5
SCHZ16.0
AGG13.3
VSS12.3
SCHA9.8
BNDX9.4
SCHE8.8
PCY8.4
View All
Holdings by Sector ($)
0.30.20.20.10.10.02016201720182020
Comparable Firms State AUM ($BB)
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Private Fund Advisors Inc
MD 0.4
Blue Oak Capital LLC
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Scott Snow Financial Advisors LLC
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Valicenti Advisory Services Inc
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Oliver Luxxe Assets LLC
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Lyon Stubbs & Tompkins Inc
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