Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > oregon > portland > BLUE WATER WEALTH
BLUE WATER WEALTH
6600 Sw 92nd Avenue
Suite 100
Portland, Oregon 97223
Tel: 503-296-8700
About BLUE WATER WEALTH
BLUE WATER WEALTH, formally registered with the SEC as BLUE WATER WEALTH. The firm was established in 04/06/2018. They have over 2 offices throughout the country.
BLUE WATER WEALTH is a Portland, Oregon based Financial Planning firm with nearly $384,236,117 assets under management, offering retirement planning & investment advisory services to 1078 clients. The firm is staffed with 14 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 164432 |
| SEC# | 801-112810 |
| Assets Managed by Firm | $384,236,117 |
| No. of Clients | 1078 |
| No. of Advisors | 14 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1078 | $384,236,117 |
| Individuals (other than high net worth individuals) | 181 | $61,316,736 |
| High net worth individuals | 199 | $321,289,293 |
| Charitable organizations | 1 | $915,638 |
| Corporations or other businesses | 1 | $714,450 |
More Retirement Planning firms in Portland, Oregon:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $34,385,256,113 | 126310 | 112 | |
| $25,897,235,362 | 73 | 9 | |
| $13,438,401,059 | 431 | 41 | |
| $8,394,137,837 | 4068 | 60 | |
| $6,856,132,947 | 1409 | 17 |
Explore More Retirement Advisors in Portland, Oregon