BLUESKY WEALTH ADVISORS, LLC

2131 S Glenburnie Road
Suite 8
New Bern, North Carolina 28562
Tel: 252-633-0107

About BLUESKY WEALTH ADVISORS, LLC

BLUESKY WEALTH ADVISORS, LLC, formally registered with the SEC as BLUESKY WEALTH ADVISORS, LLC. The firm was established in 09/18/2013. They have over 6 offices throughout the country.

BLUESKY WEALTH ADVISORS, LLC is a New Bern, North Carolina based Financial Planning firm with nearly $730,182,752 assets under management, offering retirement planning & investment advisory services to 1559 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	116760
SEC#	801-78583
Assets Managed by Firm	$730,182,752
No. of Clients	1559
No. of Advisors	14

Fee Structure

Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Other (CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	1559	$730,182,752
Individuals (other than high net worth individuals)	149	$86,762,731
High net worth individuals	197	$639,063,084
Corporations or other businesses	3	$4,356,937

More Retirement Planning firms in New Bern, North Carolina:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CAPTRUST 4208 Six Forks Rd, Suite 1700 Raleigh, NC, 27609	$852,173,054,617	100603	1554
ALLSPRING GLOBAL INVESTMENTS, LLC 1415 Vantage Park Drive, 3rd Floor Charlotte, NC, 28203	$429,024,440,167	9416	1015
BARINGS LLC 300 S. Tryon Street, Suite 2500 Charlotte, NC, 28202	$307,726,562,224	343	985
ALLSPRING FUNDS MANAGEMENT, LLC 1415 Vantage Park Drive, 3rd Floor Charlotte, NC, 28203	$300,798,686,558	8078	513
BRIGHTHOUSE INVESTMENT ADVISERS, LLC 11225 North Community House Rd Charlotte, NC, 28277	$137,561,001,775	6685	31

Explore More Retirement Advisors in New Bern, North Carolina

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.