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BLUEHEEL LLC

DALLAS, TX · CRD 331771 · IAPD ↗ · 214-559-9972

$192.3MRegulatory AUM
2Advisory reps
4Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
March 2025 — BLUEHEEL LLC now reports custody of client assets ($134.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
March 2025 — BLUEHEEL LLC now reports 2 private fund(s) ($134.3M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
70
December 2024 — BLUEHEEL LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
September 2024 — BLUEHEEL LLC (DALLAS, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 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.