← Tributary

BLUEDOOR PRIVATE WEALTH, LLC

BEVERLY, MA · CRD 301907 · IAPD ↗ · bluedoorprivate.com · 781-810-4604

$337.3MRegulatory AUM
4Advisory reps
6Employees
0Clients
101-250Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
July 2026 — BLUEDOOR PRIVATE WEALTH, LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
May 2026 — BLUEDOOR PRIVATE WEALTH, LLC notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
May 2026 — BLUEDOOR PRIVATE WEALTH, LLC added office(s): 1 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
April 2026 — BLUEDOOR PRIVATE WEALTH, LLC notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2026 — BLUEDOOR PRIVATE WEALTH, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
64
April 2026 — BLUEDOOR PRIVATE WEALTH, LLC reports 101-250 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
73
April 2026 — BLUEDOOR PRIVATE WEALTH, LLC reported RAUM up 218% ($105.9M -> $337.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
February 2026 — BLUEDOOR PRIVATE WEALTH, LLC notice-filed in OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
48
December 2025 — BLUEDOOR PRIVATE WEALTH, LLC notice-filed in CO, FL, NY, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
December 2025 — BLUEDOOR PRIVATE WEALTH, LLC grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
90
December 2025 — BLUEDOOR PRIVATE WEALTH, LLC filed an Item 4A succession naming LIVE OAK FAMILY OFFICES LLC (CRD 141570) — one firm absorbed the other.
Firm filed an Item 4A succession naming another adviser: a merger or acquisition between the two (the filing does not say which way the money went). Integration projects follow.
Integration & migration consultingCRMCompliancePortfolio / reporting / TAMP
58
April 2025 — BLUEDOOR PRIVATE WEALTH, LLC reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
April 2025 — BLUEDOOR PRIVATE WEALTH, LLC now reports custody of client assets ($10.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
95
December 2024 — BLUEDOOR PRIVATE WEALTH, LLC (BEVERLY, MA) is newly SEC-registered with $102.7M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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