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Building 2BLUEWATER WEALTH ADVISORS, LLC

Map pinVESTAVIA HILLS, AL
Phone205-305-6352
NotebookSEC #801-129724
Total AUM
$145.8M
Employees
3
Clients
27

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4553 PINE TREE CIRCLE
SUITE 220
VESTAVIA HILLS
AL 35243
United States
Operating Hours
8:30AM-5:00PM
BY APPOINTMENT ONLY
Phone
205-305-6352
Other Offices
3

ReceiptFinancials

Total AUM
$145.8M
Accounts
90
Discretionary
$145.8M
Accounts
90
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
8
AUM
$1.8M
HNW Individual Clients
19
AUM
$144M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AL

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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