Bluedoor Private Wealth, LLC

RIASEC Registered

Total AUM

$337M

Discretionary

$337M

100% of AUM

Avg account

$781K

Accounts

432

Employees

Advisory reps

Firm details

Headquarters: Beverly, Massachusetts
CRD number: 301907
Registered since: November 8, 2024
Website: bluedoorprivate.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI89.32%
Individuals9.55%
Charitable Organizations1.13%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Bluedoor Private Wealth, LLC is an independent, owner-operated registered investment adviser that began SEC registration in 2024. The firm acts as a capital allocator for both individuals and families as well as institutional clients, and it delivers a mix of financial planning, discretionary portfolio management for individuals and small businesses, manager selection, and educational workshops. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, allowing for both ongoing advisory relationships and project-based work. The firm is not positioned as an ESG-focused investor.