Blue Water Wealth

Overview

Blue Water Wealth is an independent, individually owned registered investment adviser that began SEC registration in 2018. The firm serves both individual and family clients as well as institutional accounts. Its client-facing services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Fee arrangements combine percentage-of-AUM billing with fixed fees. The firm identifies as an active ESG investor and functions as a capital allocator, sourcing third-party managers for portions of client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices