Blueline Advisors
Blueline Advisors is an SEC-registered wealth manager in Exeter, NH with $247.2M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Blueline Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 164642, SEC 801-91171, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $247.2M (2026-03-11)
- Firm type
- Wealth Manager
- Location
- Exeter, NH
- Employees
- 3
- Clients
- 148
- CRD
- 164642
- Ownership
- SABIN, FRANK, CHARLES; WYAND, DANIEL, JOHN; Young, Jennifer, Vincent
How much AUM does Blueline Advisors have?
Blueline Advisors reported $247.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Blueline Advisors?
Disclosed owners and executives of Blueline Advisors include SABIN, FRANK, CHARLES, WYAND, DANIEL, JOHN, Young, Jennifer, Vincent. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.