BLUE IGUANA FINANCIAL, LLC

Overview

Blue Iguana Financial, LLC is a small, client-facing wealth manager that emphasizes equity exposure and individualized portfolio management for individuals and families. The firm acts as an insurance broker and provides portfolio management for individuals and small businesses, including selection of other advisers when needed. Its compensation mixes percentage-of-AUM fees with transaction-based commissions, which aligns with its dual advisory and brokerage activities. Investment activity skews toward publicly traded equities and exchange-traded products, with discretionary management making up the entirety of reported assets. Blue Iguana Financial is not listed as an active ESG investor and does not present itself as a multi-state or pension-focused consultant. Given the concentration in exchange-traded equities and the use of separate managed accounts, the firm appears to favor liquid, easily traded instruments for implementation while reserving advisory discretion across client relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices