Bluedoor Private Wealth, LLC

RIASEC Registered
Total AUM
$337M
Discretionary
$337M
100% of AUM
Avg account
$781K
Accounts
432
Employees
6
Advisory reps
6

Firm details

Headquarters
Beverly, Massachusetts
CRD number
301907
Registered since
November 8, 2024
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI89.32%
  • Individuals9.55%
  • Charitable Organizations1.13%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Bluedoor Private Wealth, LLC is an independent, owner-operated registered investment adviser that began SEC registration in 2024. The firm acts as a capital allocator for both individuals and families as well as institutional clients, and it delivers a mix of financial planning, discretionary portfolio management for individuals and small businesses, manager selection, and educational workshops. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, allowing for both ongoing advisory relationships and project-based work. The firm is not positioned as an ESG-focused investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 73%, State & Local Bonds 10%, Cash & Cash Equivalents 10%, Investment Grade Corp Bonds 6%, US Government Bonds 1%73%
  • Exchange Traded Equities73%
  • State & Local Bonds10%
  • Cash & Cash Equivalents10%
  • Investment Grade Corp Bonds6%
  • US Government Bonds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Beverly, MA

Essex

Location

Beverly, MA

Headquartered in Beverly, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Essex
Address
50 Dunham Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth