Blue Water Wealth
Firm details
- Headquarters
- Portland, Oregon
- CRD number
- 164432
- Registered since
- April 6, 2018
- Website
- bluewaterwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI85.52%
- Individuals14.29%
- Corporations / Businesses0.19%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Blue Water Wealth is an independent registered investment adviser, formed before or in 2018 and owned by an individual. The firm functions as a capital allocator and serves both individual/family and institutional clients. Its fee arrangements combine percentage-of-AUM billing with fixed fees. Advisory services emphasize financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. Blue Water Wealth also identifies as an active ESG investor.
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
- Public Funds/Mutual Funds68%
- Exchange Traded Equities14%
- Investment Grade Corp Bonds5%
- US Government Bonds4%
- State & Local Bonds4%
Contacts
3 of 11
Kristen Rajotte
Operations AssociateCRD 7614405
Merlin Arbor
Portfolio ManagerCRD 6464566
Kristine Stawinski
Lead AdvisorCRD 4681219
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Portland, OR
Washington
Location
Portland, OR
Headquartered in Portland, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Washington
- Address
- 500 Sw 116 Ave
- Time zone
- PT (UTC-8)
- Office locations
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