Bluedoor Private Wealth, LLC

RIASEC RegisteredEst. 2024

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
Website: bluedoorprivate.com
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 registered investment adviser organized as an LLC and SEC-registered in 2024. The firm acts as a capital allocator for both individual/family and institutional clients, offering financial planning, portfolio management for individuals and small businesses, selection of third-party advisers, and educational seminars. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options. Bluedoor reports it is not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities73%
State & Local Bonds10%
Cash & Cash Equivalents10%
Investment Grade Corp Bonds6%
US Government Bonds1%

Owners & executives

1 of 1

Kevin Mccutcheon
CIOCRD 6105535

Contacts

3 of 5

John Shepherd
Portfolio ManagerCRD 732037
Thomas Shepherd
Investment Adviser RepresentativeCRD 5289856
Robert Murphy
Investment Adviser RepresentativeCRD 5772740

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

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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