Bluewater Wealth Advisors, LLC
Bluewater Wealth Advisors, LLC is an SEC-registered wealth manager in Vestavia Hills, AL with $145.8M assets under management (AUM, regulatory AUM), +50% over one year. See who owns Bluewater Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 330078, SEC 801-129724, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $145.8M (2026-03-23)
- Firm type
- Wealth Manager
- Location
- Vestavia Hills, AL
- Employees
- 3
- Clients
- 27
- CRD
- 330078
- Ownership
- TRUSS, COURTNEY, NICOLE BASCOMB; SH2 HOLDINGS, LLC; KIRKLIN, ADAM, WEBSTER; HARRIS, SAMUEL; TRUSS, COURTNEY, NICOLE BASCOM
How much AUM does Bluewater Wealth Advisors, LLC have?
Bluewater Wealth Advisors, LLC reported $145.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Bluewater Wealth Advisors, LLC?
Disclosed owners and executives of Bluewater Wealth Advisors, LLC include TRUSS, COURTNEY, NICOLE BASCOMB, SH2 HOLDINGS, LLC, KIRKLIN, ADAM, WEBSTER, HARRIS, SAMUEL, TRUSS, COURTNEY, NICOLE BASCOM. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.