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BLUE WATER WEALTH

PORTLAND, OR · CRD 164432 · IAPD ↗ · bluewaterwealth.com · 503-296-8700

$472.8MRegulatory AUM
12Advisory reps
15Employees
102Clients
251-500Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
August 2026 — BLUE WATER WEALTH notice-filed in NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
August 2026 — BLUE WATER WEALTH added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
January 2026 — BLUE WATER WEALTH notice-filed in CO, RI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2024 — BLUE WATER WEALTH reported RAUM up 36% ($233.2M -> $317.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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