BLUE WATER FINANCIAL INVESTOR COACHING, LLC

Overview

Blue Water Financial Investor Coaching, LLC is structured as a limited liability company and operated by an individual owner. The firm describes itself as a capital allocator serving both individuals and families as well as institutional clients, and it charges clients on a percentage-of-AUM basis. Its advisory services emphasize portfolio management for individuals and small businesses, selection of third‑party advisers, pension consulting services and educational seminars or workshops. The firm does not identify as an active ESG investor and is not positioned as a multi‑state adviser. Industry affiliation is noted with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives