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BLUESKY WEALTH ADVISORS, LLC
CRD 116760 · SEC 801-78583
2131 S GLENBURNIE ROAD, SUITE 8, NEW BERN, NC, 28562, United States
Phone
252-633-0107
Fax
704-255-1651
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.00B
Discretionary AUM
$1.00B
Team
14 total employees; 9 advisory reps
Clients
251-500
Fees
Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersCONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 102 | $55.5M |
| High net worth individuals | 248 | $948.5M |
| Corporations/business entities | 1 | $574K |
States served
AZ, CA, GA, MI, NY, NC, SC, VA, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD