Blue Water Wealth

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Trust Score 83%
Trust Score  info_outline

Blue Water Wealth, federally registered in 2018, is a Registered Investment Advisor (RIA) in 5 state(s) with a licensed staff of 4 advisors. Blue Water Wealth manages $155.2 million and provides investment advisory services for 384 clients (1:96 advisor/client ratio). This firm does not have a disciplinary history.

Last updated: November 11th, 2019. Data source: SEC filings.


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Firm Information

Feature Value
Rank (United States) Not Ranked
Advisors Directory View Directory
Top Advisor Nancy Lynn Congdon
Avg Advisor Trust Score 94
Avg Advisor Years Registered 4
Minimum Investment $25,000
Average Client Balance $404,129
Total AUM $155.2 million
Advisor / Client Ratio 1:96
Headquarters Portland, OR
SEC Filings Forms and Brochures    (CRD # 164432)
State(s) Registered AZ, CA, OR, TX, WA

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