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BLUEWATER WEALTH ADVISORS, LLC
CRD 330078 · SEC 801-129724
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
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $1.8M |
| High net worth individuals | 19 | $144.0M |
States served
AL
All web addresses on file
Official SEC filing: View on IAPD