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Founder & Managing Partner · Bluewater Wealth Advisors, LLC

Adam W. Kirklin

CRD 5417829 · Named on Form ADV at one SEC-registered adviser

At a glance

Bluewater Wealth Advisors, LLC, an SEC-registered wealth manager based in Vestavia Hills, AL with $146 million in regulatory assets, lists Adam W. Kirklin on its Form ADV as Founder & Managing Partner, a control person.

Firms and roles

AtlasMembers

Adam’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Samuel HarrisFounder & Managing Partner, Bluewater Wealth Advisors, LLC
  • Courtney N. TrussChief Compliance Officer and Managing Member, Bluewater Wealth Advisors, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Adam’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.