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BLUESKY WEALTH ADVISORS, LLC

NEW BERN, NC · CRD 116760 · IAPD ↗ · 252-633-0107

$1.00BRegulatory AUM
9Advisory reps
14Employees
0Clients
251-500Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2026 — BLUESKY WEALTH ADVISORS, LLC crossed $1B in regulatory AUM ($849.8M -> $1.00B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
December 2025 — BLUESKY WEALTH ADVISORS, LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
November 2024 — BLUESKY WEALTH ADVISORS, LLC notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
May 2024 — BLUESKY WEALTH ADVISORS, LLC added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.