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| BlueSky Wealth Advisors LLC
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|---|---|
| CRD # | 116760 |
| SEC # | 801-78583 |
| CIK # | 0001704107 |
| AUM | 1,004.5 M (2026-03-02) |
| 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] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 13.0 | ||
| Alphabet Inc | 8.7 | ||
| Amazon Com Inc | 5.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 102 | 55.5 |
| (b) Individuals (high net worth individuals) | 248 | 948.5 |
| (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 | 1 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,716 | 1,004.5 |
| By Discretionary | ||
| Discretionary | 1,716 | 1,004.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,716 | 1,004.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,004.5 | |
| Total | 1,716 | 1,004.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001704107] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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CA | 1,006.4 M |
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West Paces Advisors Inc
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1,006.2 M | |
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PYA Waltman Capital LLC
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TN | 1,006.0 M |
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McGlone Suttner Wealth Management Inc
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WI | 1,005.9 M |
|
Corbyn Investment Management Inc
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MD | 1,005.5 M |
|
Burling Wealth Partners LLC
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IL | 1,004.6 M |
|
Hudock Inc
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|
PA | 1,003.2 M |
|
Azimut Investment Advisors LLC
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FL | 1,002.7 M |
|
Seeds Investor LLC
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NY | 1,001.2 M |