1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2BLUESKY WEALTH ADVISORS, LLC

Map pinNEW BERN, NC
Phone252-633-0107
NotebookSEC #801-78583
Total AUM
$1B
Employees
14
Clients
351

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2131 S GLENBURNIE ROAD
SUITE 8
NEW BERN
NC 28562
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
252-633-0107
Other Offices
4

ReceiptFinancials

Total AUM
$1B
Accounts
1,716
Discretionary
$1B
Accounts
1,716
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
102
AUM
$55.5M
HNW Individual Clients
248
AUM
$948.5M
Corporation or Business Clients
1
AUM
$574K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLGAMINCNYSCTXVAWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.

Feature requires an account