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Gabriella Alana Richard

BLUE WATER WEALTH, INC.·PORTLAND, Oregon
SIE, Series 7, Series 66Clean record14 years registeredBLUE WATER WEALTH, INC.
9755 SW BARNES ROAD, PORTLAND, OR 97225CRD# 4837806Firm CRD# 164432

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gabriella Alana Richard · PORTLAND, OR
Registration
CRD #4837806 · BLUE WATER WEALTH, INC. · 14 years registered
Brand Profile
Not yet started
01

Career History

LPL FINANCIAL LLC
Aug 2019 – present
BLUE WATER WEALTH
Aug 2012 – Jun 2019
PORTLAND, OR
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · August 7, 2012
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BLUE WATER WEALTH, INC.
CRD 164432 · SEC 801-112810
AUM
$317M
Regulatory assets under management
Employees
17
1,021 client accounts
Services offered by BLUE WATER WEALTH, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BLUE WATER WEALTH, INC. →
Introduction

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05

Frequently Asked Questions

What services does Gabriella Alana Richard offer?
Gabriella Alana Richard specializes in Financial Planning, Investment Management. Contact their office in PORTLAND, Oregon for a consultation.
What are Gabriella Alana Richard's credentials?
Gabriella Alana Richard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gabriella Alana Richard located?
Gabriella Alana Richard is based in PORTLAND, Oregon, working with BLUE WATER WEALTH, INC.. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.
How does Gabriella Alana Richard charge for services?
Gabriella Alana Richard's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BLUE WATER WEALTH, INC.?
BLUE WATER WEALTH, INC. has approximately 17 employees and manages $317M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BLUE WATER WEALTH, INC.

Nancy Lynn Congdon
PORTLAND, OR
CFP

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