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BLUEWATER WEALTH ADVISORS, LLC

CRD 330078 · SEC 801-129724

Visit website

4553 PINE TREE CIRCLE, SUITE 220, VESTAVIA HILLS, AL, 35243, United States

Phone

205-305-6352

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$145.8M

Discretionary AUM

$145.8M

Team

3 total employees; 3 advisory reps

Clients

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-23

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers

Client types

TypeClientsAUM
Individuals8$1.8M
High net worth individuals19$144.0M

States served

AL

All web addresses on file

Official SEC filing: View on IAPD