Chief Compliance Officer and Managing Member · Bluewater Wealth Advisors, LLC
Courtney N. Truss
CRD 7874018 · 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 Courtney N. Truss on its Form ADV as Chief Compliance Officer and Managing Member, a control person.
Firms and roles
- Bluewater Wealth Advisors, LLCChief Compliance Officer and Managing MemberWealth manager · Vestavia Hills, AL · $146M in regulatory assets
AtlasMembers
Courtney’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2024 (2 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Courtney’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Adam W. KirklinFounder & Managing Partner, Bluewater Wealth Advisors, LLC
- Samuel HarrisFounder & Managing Partner, 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 Courtney’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.