Bluesky Wealth Advisors, LLC

RIASEC Registered

Total AUM

$1B

Discretionary

$1B

100% of AUM

Avg account

$585K

Accounts

1,716

Employees

Advisory reps

Firm details

Headquarters: New Bern, North Carolina
CRD number: 116760
Registered since: September 18, 2013
Website: blueskywa.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Hourly Charges, Fixed Fees
Client types: HNWI94.42%
Individuals5.52%
Corporations / Businesses0.06%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Bluesky Wealth Advisors, LLC is an independent, SEC-registered investment adviser (registered with the SEC in 2013) structured as an LLC. The firm serves individuals, families and some institutional clients and describes itself as a capital allocator that uses third-party managers in its programing. Its core advisory services are financial planning, portfolio management for individuals and small businesses, and the selection/oversight of other advisers. Compensation arrangements are fee-based using hourly and fixed-fee models rather than percentage-based advisory fees. The firm does not position itself as an active ESG investor. Bluesky received a mention on FA Magazine’s Top RIA Firms list in 2020.