Blue Water Wealth
Blue Water Wealth is an SEC-registered wealth manager in Portland, OR with $472.8M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Blue Water Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 164432, SEC 801-112810, data through 2026-03-02.
- AUM (assets under management / regulatory AUM)
- $472.8M (2026-03-02)
- Firm type
- Wealth Manager
- Location
- Portland, OR
- Employees
- 15
- Clients
- 404
- CRD
- 164432
- Ownership
- COX, GABRIELLA, ALANA; CONGDON, NANCY, LYNN; RICHARD, GABRIELLA, ALANA; Kerns-Funk, Jadyn, Custis
How much AUM does Blue Water Wealth have?
Blue Water Wealth reported $472.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-02).
Who owns Blue Water Wealth?
Disclosed owners and executives of Blue Water Wealth include COX, GABRIELLA, ALANA, CONGDON, NANCY, LYNN, RICHARD, GABRIELLA, ALANA, Kerns-Funk, Jadyn, Custis. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.