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BLUE WATER FINANCIAL TECHNOLOGIES LLC

DEEPHAVEN, MN · CRD 299471 · IAPD ↗ · bluewater-fintech.com · 866-217-0246

$6.64BRegulatory AUM
4Advisory reps
7Employees
0Clients
n/aPlanning clients
0Private funds
1States
1Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

55
January 2025 — BLUE WATER FINANCIAL TECHNOLOGIES LLC (DEEPHAVEN, MN) left the SEC roster (was $6.64B RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
April 2024 — BLUE WATER FINANCIAL TECHNOLOGIES LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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