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BLUE WATER ASSET MANAGEMENT

GRAND RAPIDS, MI · CRD 175362 · IAPD ↗ · jaygreer.com · 616-447-1600

$428.5MRegulatory AUM
7Advisory reps
10Employees
21Clients
0Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
July 2026 — BLUE WATER ASSET MANAGEMENT notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
May 2026 — BLUE WATER ASSET MANAGEMENT notice-filed in OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
April 2026 — BLUE WATER ASSET MANAGEMENT changed its website from redfieldfinancialgroup.com to jaygreer.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
28
July 2025 — BLUE WATER ASSET MANAGEMENT changed its website from bluewaterassetmanagement.com to redfieldfinancialgroup.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
October 2024 — BLUE WATER ASSET MANAGEMENT notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
September 2024 — BLUE WATER ASSET MANAGEMENT changed its website from redfieldfinancialgroup.com to bluewaterassetmanagement.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
68
April 2024 — BLUE WATER ASSET MANAGEMENT now reports custody of client assets ($112.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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