| Name | Title | Ownership | Since |
|---|---|---|---|
| Bluesky Wa Holdings, LLC Control | Owner | Over 75% | 2023 |
| David Laurence Blain Control | Managing Member/Chief Compliance Officer | Under 5% | 1999 |
| David Laurence Blain Control | Owner | Over 75% | 2023 |
Bluesky Wealth Advisors, LLC reports $849.8 million in regulatory assets under management on its Form ADV.
Bluesky Wealth Advisors, LLC reports 13 employees.
Bluesky Wealth Advisors, LLC is based in New Bern, NC and has been SEC-registered since 2013.
Bluesky Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2131 S Glenburnie Road, Suite 8, New Bern, NC 28562 |
| Phone | 252-633-0107 |
| Fax | 704-255-1651 |
| Office hours | By Appointment |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1704107 |
| Discloses disciplinary history | No |
| Discretionary | $849.8M |
| Non-discretionary | $0 |
| Total (RAUM) | $849.8M |