BLUEWATER WEALTH ADVISORS, LLC

RIASEC RegisteredEst. 2024

Total AUM

$146M

Discretionary

$146M

100% of AUM

Avg account

$1.6M

Accounts

90

Employees

3

Advisory reps

3

Firm details

Headquarters: VESTAVIA, Alabama
CRD number: 330078
Registered since: March 21, 2024
Website: www.bluewaterwa.com
Custodians: CHARLES SCHWAB & CO., INC., TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI98.77%
Individuals1.23%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Bluewater Wealth Advisors, LLC is a limited liability investment adviser that registered with the SEC in 2024. The firm positions itself as a capital allocator for individual and family clients, providing discretionary portfolio management for individuals, small businesses, and institutional/business accounts, and it also performs selection of third-party advisers. Fees are charged as a percentage of assets under management and via fixed-fee arrangements. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds61%
Exchange Traded Equities17%
Cash & Cash Equivalents17%
Other5%

Owners & executives

1 of 1

COURTNEY TRUSS
Managing Member And Chief Compliance OfficerCRD 7874018

Contacts

2 of 2

SAMUEL HARRIS
Managing Member and Investment AdvisorCRD 7872754
ADAM KIRKLIN
Founder & Managing PartnerCRD 5417829

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

VESTAVIA, AL

JEFFERSON

Location

VESTAVIA, AL

Headquartered in VESTAVIA, AL, anchoring the Birmingham-Hoover-Talladega, AL metro in the South.

Metro area: Birmingham-Hoover-Talladega, AL
Region: South
County: JEFFERSON
Address: 4553 Pine Tree Cir
Time zone: CT (UTC-6)
Office locations

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