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BLUEWATER WEALTH ADVISORS, LLC

VESTAVIA HILLS, AL · CRD 330078 · IAPD ↗ · bluewaterwa.com · 205-305-6352

$145.8MRegulatory AUM
3Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — BLUEWATER WEALTH ADVISORS, LLC reported RAUM up 50% ($97.1M -> $145.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
November 2024 — BLUEWATER WEALTH ADVISORS, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
45
May 2024 — BLUEWATER WEALTH ADVISORS, LLC moved its main office from VESTAVIA, AL to VESTAVIA HILLS, AL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
95
April 2024 — BLUEWATER WEALTH ADVISORS, LLC (VESTAVIA, AL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 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.