Blue Jean Wealth Management
RIASEC Registered
Total AUM
$6.6M
Discretionary
$6.6M
100% of AUM
Avg account
$65K
Accounts
101
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 306428
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Blue Jean Wealth Management is a small, privately owned LLC that provides portfolio management for individual and family clients, including small business owners. The firm charges clients a mix of assets-under-management fees and fixed fees. It does not describe itself as an ESG-focused adviser and is organized for direct client advisory rather than as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities69%
- US Government Bonds27%
- Derivatives3%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Bryce Dooley
Investment AssociateCRD 7197724
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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