Allocator Index · CRD 164432

BLUE WATER WEALTH

Portland, OR · 503-296-8700 · bluewaterwealth.com

SEC IAPD record ↗

Fit score

58

  • aum $250M-$3.0B+22
  • hnw>=200+20
  • hnw_majority+8
  • employees 3-60+8

HNW clients

218

Other individuals

185

HNW assets

$404.4M

Total AUM

$472.8M

Employees

15

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

None reported.