BLUESKY WEALTH ADVISORS, LLC

Overview

Bluesky Wealth Advisors, LLC is an independent registered investment adviser that combines financial planning with portfolio management for individuals, families and small institutions. The firm acts as a capital allocator and frequently delegates to third‑party managers when appropriate; its advisory services include selection of other advisers alongside direct portfolio management and planning. Fee arrangements skew away from AUM fees, with hourly and fixed‑fee engagements visible in their disclosures. Investment behavior is tilted toward pooled public vehicles. The firm’s regulatory filings show marked preference for mutual funds and ETFs as the primary building blocks for client portfolios, with a concentration in broad U.S. large‑cap exposure. Bluesky does not identify as an active ESG investor, and it reports no pension consulting or related‑adviser arrangements. The firm received recognition in an industry listing when it appeared among “Top RIA Firms” in FA Magazine in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices