BLUE WATER WEALTH

Overview

Blue Water Wealth is an independent registered investment adviser that acts as a capital allocator for both high‑net‑worth individuals and institutional clients. The firm combines comprehensive financial planning with portfolio management and the selection of third‑party managers—an approach that lets it mix proprietary advice with outsourced manager expertise. Its fee structure includes both a percentage of assets under management and fixed‑fee engagements, which supports flexible service models from ongoing wealth management to project‑based planning. Regulatory filings indicate an ESG investment stance, and the firm shows a clear preference for pooled public funds as core building blocks of client portfolios. Blue Water Wealth positions itself to integrate externally managed strategies (private equity, hedge funds, real estate) alongside mutual funds and ETFs, using manager selection to access specialized exposures they may not run in‑house.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices