Bluesky Wealth Advisors, LLC
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
FINTRXOverview
Bluesky Wealth Advisors, LLC is an independent registered investment adviser formed in 2013 that serves both individual/family and institutional clients. The firm offers financial planning, discretionary portfolio management for individuals and small businesses, and acts as a capital allocator by selecting third‑party advisers and managers on clients’ behalf. Fee arrangements emphasize hourly and fixed‑fee engagements rather than asset‑based billing. Bluesky is not identified as an active ESG investor and, per its snapshot, is not registered as a multi‑state adviser. The firm was named among FA Magazine’s Top RIA Firms in 2020.
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 Funds89%
- Exchange Traded Equities6%
- Other5%
Owners & executives
1 of 1
David Blain
Founder & CEOCRD 3174553
Contacts
3 of 9
John Staton
Associate Wealth AdvisorCRD 7825997
Christie Bonacci
Partner, Senior Wealth AdvisorCRD 6795263
Ayasha Jones
Head of OperationsCRD 6899331
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 68Active vs passive
$813M in ETFs
89%
$725M
11%
$88.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF (SCHX) | Schwab | Passive | Large Blend | $143M | 4,853,947 | 17.56% |
Location
New Bern, NC
Craven
Location
New Bern, NC
Headquartered in New Bern, NC, anchoring the New Bern-Morehead City, NC metro in the South.
- Metro area
- New Bern-Morehead City, NC
- Region
- South
- County
- Craven
- Address
- 2131 S Glenburnie Rd
- Time zone
- ET (UTC-5)
- Office locations
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