| Name | Title | Ownership | Since |
|---|---|---|---|
| Evan Alexander Calott Control | Co-Owner | 50-75% | 2024 |
| Ronald Austin Powell Control | Co-Owner And Cco | 50-75% | 2024 |
Blue Wealth Inc. reports $100.4 million in regulatory assets under management on its Form ADV.
Blue Wealth Inc. reports 8 employees.
Blue Wealth Inc. is based in Charlotte, NC and has been SEC-registered since 2025.
Blue Wealth Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 5970 Fairview Road, Suite 400, Charlotte, NC 28210 |
| Phone | 7043021141 |
| Office hours | 9 a.m.-5 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $100.4M |
| Non-discretionary | $0 |
| Total (RAUM) | $100.4M |