Financial ADVSR advisor directory · SEC adviser records
Blue Water Wealth financial advisors
Every SEC-registered investment adviser representative at Blue Water Wealth, by the state and city of the office they work from.
10 registered advisors work at Blue Water Wealth, in 3 states and 3 cities; the most are in Portland, OR (6). 2 list the CFP designation and 0 are also registered broker representatives.
Search every Blue Water Wealth advisor by name →Who joined and left Blue Water Wealth →Blue Water Wealth: assets, clients and custodians →
Cities with the most Blue Water Wealth advisors
Blue Water Wealth advisors by state
Questions
How many financial advisors does Blue Water Wealth have?
10 investment adviser representatives are registered with Blue Water Wealth, according to the SEC's Investment Adviser Public Disclosure records, in 3 states and 3 cities. 2 list the CFP designation and 0 are also registered as broker representatives.
Where does Blue Water Wealth have the most advisors?
Portland, OR, with 6 registered advisors, then Seattle, WA (3). By state, Oregon has the most, with 6.
How do I find a Blue Water Wealth financial advisor near me?
Pick your state below, then your city, to see every Blue Water Wealth advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Blue Water Wealth offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →