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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| BlueSky Wealth Advisors LLC
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|---|---|
| CRD # | 116760 |
| SEC # | 801-78583 |
| CIK # | 0001704107 |
| AUM | $849.8 M (2025-04-15) |
| Employees | 13 (69% Investors, 0% Brokers) |
| Phone | 252-633-0107 |
| Address | 2131 S Glenburnie Road New Bern, NC 28562 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 6.1 | ||
| Amazon Com Inc | 5.6 | ||
| Alphabet Inc | 5.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 119 | 64.6 |
| (b) Individuals (high net worth individuals) | 230 | 781.0 |
| (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 | 2 | 4.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,608 | 849.8 |
| By Discretionary | ||
| Discretionary | 1,608 | 849.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,608 | 849.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 849.8 | |
| Total | 1,608 | 849.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001704107] |
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|---|---|---|
|
Hartline Investment Corp
✚
|
IL | 0.9 |
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The Fairman Group LLC
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PA | 0.9 |
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Clearview Financial Partners LLC
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PA | 0.9 |
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Olympus Wealth Management LLC
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UT | 0.9 |
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Spectrum Investment Advisors Inc
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0.8 | |
|
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AZ | 0.8 |
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|
CA | 0.8 |