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BLUE OCEAN WEALTH MANAGEMENT, LLC
CRD 284550
2454 N MCMULLEN BOOTH RD, SUITE 700, CLEARWATER, FL, 33759, United States
Phone
727-243-3030
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$23.7M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 55 | $16.6M |
| High net worth individuals | 2 | $7.1M |
All web addresses on file
Official SEC filing: View on IAPD