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Blue Water Wealth, Inc.

● SEC registered since 2018CRD 164432SEC# 801-112810Portland, OR
Export (members)
Reg. AUM
$384.2M
Employees
14
Accounts
1,078
Location
Portland, OR

Blue Water Wealth, Inc. assets under management

Blue Water Wealth, Inc. is an SEC-registered investment adviser based in Portland, OR. The firm has been registered since 2018. It reports $384.2 million in regulatory assets under management and employs 14 people.
www.bluewaterwealth.comView on SEC.gov ↗

Blue Water Wealth, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Nancy Lynn Congdon ControlPresident And Chief Compliance OfficerOver 75%2012

Frequently asked questions

How much does Blue Water Wealth, Inc. manage?

Blue Water Wealth, Inc. reports $384.2 million in regulatory assets under management on its Form ADV.

How many employees does Blue Water Wealth, Inc. have?

Blue Water Wealth, Inc. reports 14 employees.

Where is Blue Water Wealth, Inc. located?

Blue Water Wealth, Inc. is based in Portland, OR and has been SEC-registered since 2018.

Does Blue Water Wealth, Inc. disclose fund performance?

Blue Water Wealth, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6600 SW 92nd Avenue, Suite 100, Portland, OR 97223
Phone503-296-8700
Fax503-296-8701
Office hours8a.m. To 5p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$384.2M
Non-discretionary$0
Total (RAUM)$384.2M