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Bluedoor Private Wealth, LLC

● SEC registered since 2024CRD 301907SEC# 801-131443Beverly, MA
Export (members)
Reg. AUM
$105.9M
Employees
3
Accounts
158
Location
Beverly, MA

Bluedoor Private Wealth, LLC assets under management

Bluedoor Private Wealth, LLC is a registered investment adviser overseen by the SEC based in Beverly, MA. The firm has been registered since 2024. It reports $105.9 million in regulatory assets under management and employs 3 people.
www.bluedoorprivate.comView on SEC.gov ↗

Bluedoor Private Wealth, LLC owners & executives

1 reported
NameTitleOwnershipSince
Michael Charles Kozak ControlPresident And Chief Compliance OfficerOver 75%2019

Frequently asked questions

How much does Bluedoor Private Wealth, LLC manage?

Bluedoor Private Wealth, LLC reports $105.9 million in regulatory assets under management on its Form ADV.

How many employees does Bluedoor Private Wealth, LLC have?

Bluedoor Private Wealth, LLC reports 3 employees.

Where is Bluedoor Private Wealth, LLC located?

Bluedoor Private Wealth, LLC is based in Beverly, MA and has been SEC-registered since 2024.

Does Bluedoor Private Wealth, LLC disclose fund performance?

Bluedoor Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address50 Dunham Ridge, Suite 1250, Beverly, MA 01915
Phone781-810-4604
Fax617-608-4401
Office hours8:30-5:00
SEC regionBoston Regional Office (BRO)
CIK2110994
Discloses disciplinary historyNo

Assets under management

Discretionary$105.7M
Non-discretionary$256K
Total (RAUM)$105.9M