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BLUE WATER ASSET MANAGEMENT
BLUE WATER ASSET MANAGEMENT, LLC
CRD 175362 · SEC 801-81153
4120 E. BELTLINE AVE., SUITE 100, GRAND RAPIDS, MI, 49525, United States
Phone
616-447-1600
Fax
616-447-1616
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$428.5M
Discretionary AUM
$428.5M
Team
10 total employees; 7 advisory reps; 21 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 794 | $166.3M |
| High net worth individuals | 122 | $246.4M |
| Charitable organizations | 6 | $5.0M |
| Insurance companies | 2 | $219K |
| Corporations/business entities | 15 | $8.3M |
States served
AZ, CA, IL, MI, NC, OH, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD