BLUEWATER WEALTH ADVISORS, LLC

Adviser information for BLUEWATER WEALTH ADVISORS, LLC last updated from Form ADV on February 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 3
Investment Advisory/Research 3
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 3
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 0 $0
Non-Discretionary 0 $0
Total 0 $0

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)
Compensation % of AUMFixed fees

Identifiers

SEC RIA File Number 801-129724
SEC ERA File Number 801-129724
SEC CIK Numbers None
SEC CRD Numbers 330078
Legal Entity Identifier None

Principal Office

2828 OLD 280 CT
SUITE 115
VESTAVIA
AL
United States
BY APPOINTMENT ONLY, 8:30AM-5:00PM
Tel: 205-305-6352, Fax: None

Chief Compliance Officer

COURTNEY B.TRUSS
MEMBER
2828 OLD 280 CT
SUITE 115
VESTAVIA
AL
United States
Tel: 205-999-4564
(Full email address available in API data)

Regulatory Contact

ADAM W. KIRKLIN
MANAGING MEMBER
2828 OLD 280 CT
SUITE 115
VESTAVIA
AL
United States
Tel: 205-305-6352
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
KIRKLIN, ADAM, WEBSTER Individual MANAGING MEMBER 02/2024 25-50%
HARRIS, SAMUEL Individual MANAGING MEMBER 02/2024 25-50%
TRUSS, COURTNEY, NICOLE BASCOMB Individual CHIEF COMPLIANCE OFFICER AND MEMBER 02/2024 5-10%

No. Employees, Historic

1050202420253 on 2/20/2024

RAUM, Historic

000202420250 on 2/20/2024