Falists
← Back to search

BLUE FINANCIAL

BLUE WEALTH INC.

CRD 330324 · SEC 801-132547

Visit website

5970 FAIRVIEW ROAD, SUITE 400, CHARLOTTE, NC, 28210, United States

Phone

7043021141

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$145.1M

Discretionary AUM

$145.1M

Team

11 total employees; 6 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-02-26

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals296$92.8M
High net worth individuals28$52.3M

States served

GA, MS, NC, SC, VA, FL

All web addresses on file

Official SEC filing: View on IAPD