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BLUE WATER ADVISORS LP

BOCA RATON, FL · CRD 288923 · IAPD ↗ · bwalp.com · (561) 282-0770

$927.9MRegulatory AUM
14Advisory reps
20Employees
0Clients
n/aPlanning clients
5Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

58
April 2026 — BLUE WATER ADVISORS LP grew from 9 to 14 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
33
April 2025 — BLUE WATER ADVISORS LP reported RAUM down 44% ($1.66B -> $934.5M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
50
April 2024 — BLUE WATER ADVISORS LP reported RAUM up 25% ($1.33B -> $1.66B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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