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BLUEVINE ADVICE
BLUEVINE ADVISORS, LLC
CRD 311530
800 E. 101ST TERRACE, SUITE 350, KANSAS CITY, MO, 64131, United States
Phone
816-652-2352
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$5.4M
Discretionary AUM
$5.4M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingTAX PREPARATION SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $2.9M |
All web addresses on file
Official SEC filing: View on IAPD