| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Webster Kirklin Control | Managing Member | 25-50% | 2024 |
| Courtney Nicole Bascom Truss Control | Chief Compliance Officer And Managing Member | 5-10% | 2024 |
| Samuel Harris Control | Managing Member | 25-50% | 2024 |
Bluewater Wealth Advisors, LLC reports $97.1 million in regulatory assets under management on its Form ADV.
Bluewater Wealth Advisors, LLC reports 3 employees.
Bluewater Wealth Advisors, LLC is based in Vestavia Hills, AL and has been SEC-registered since 2024.
Bluewater Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4553 Pine Tree Circle, Suite 220, Vestavia Hills, AL 35243 |
| Phone | 205-305-6352 |
| Office hours | 8:30a.m.-5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $97.1M |
| Non-discretionary | $0 |
| Total (RAUM) | $97.1M |