BLUE SKY WEALTH PARTNERS, LLC
Firm details
- Headquarters
- ,
- CRD number
- 315110
- Registered since
- June 25, 2021
- Website
- www.invistanoexterior.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI94.61%
- Individuals5.39%
- Services
- Portfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Blue Sky Wealth Partners, LLC is a small, individually owned registered investment adviser organized as an LLC and registered with the SEC in 2021. The firm focuses on fee-based portfolio management for individuals and small businesses and runs educational seminars and workshops as part of its client-facing activities. Its client base is personal and family-oriented, and it charges fees based on a percentage of assets under management and may assess performance-based fees in certain arrangements. The firm does not market itself as an ESG investor, is not a multi-state adviser, and does not act as a capital allocator, pension consultant, or a related adviser to other firms.
Assets & Accounts
Investments & Alternatives
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 Funds74%
- Exchange Traded Equities15%
- Cash & Cash Equivalents11%
Owners & executives
1 of 1Erico Malamud
Managing Member And Chief Compliance OfficerCRD 7382151
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations