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BLUE WATER WEALTH
BLUE WATER WEALTH, INC.
CRD 164432 · SEC 801-112810
500 SW 116TH AVENUE, PORTLAND, OR, 97225, United States
Phone
503-296-8700
Fax
503-296-8701
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$472.8M
Discretionary AUM
$472.8M
Team
15 total employees; 12 advisory reps; 102 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 185 | $67.6M |
| High net worth individuals | 218 | $404.4M |
| Corporations/business entities | 1 | $877K |
States served
AZ, CA, CO, NY, OR, RI, WA, TX
All web addresses on file
Official SEC filing: View on IAPD