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| Keyboard |
| Bluewater Wealth Advisors LLC
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|---|---|
| CRD # | 330078 |
| SEC # | 801-129724 |
| CIK # | |
| AUM | 145.8 M (2026-03-23) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 205-305-6352 |
| Address | 4553 Pine Tree Circle Vestavia Hills, AL 35243 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8 | 1.8 |
| (b) Individuals (high net worth individuals) | 19 | 144.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 90 | 145.8 |
| By Discretionary | ||
| Discretionary | 90 | 145.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 90 | 145.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 145.8 | |
| Total | 90 | 145.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Millennial Wealth Advisors LLC
✚
|
146.0 M | |
|
FC Wealth Inc
✚
|
WA | 146.0 M |
|
Alpha Capital Advisors Inc
✚
|
ME | 146.0 M |
|
North Compass Financial Advisors LLC
✚
|
MN | 146.0 M |
|
The Stewardship Center Inc
✚
|
145.9 M | |
|
KI Capital Wealth Management US LLC
✚
|
FL | 145.9 M |
|
Blueprint Wealth Management LLC
✚
|
FL | 145.7 M |
|
Summit Hill Wealth Management LLC
✚
|
CO | 145.7 M |
|
The SHER Wealth Management Group Inc
✚
|
MA | 145.6 M |
|
October Effect Ltd
✚
|
VA | 145.6 M |