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Gabriella Alana Richard

BLUE WATER WEALTH, INC.·PORTLAND, Oregon
Clean recordBLUE 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Gabriella Alana Richard is a registered financial advisor based in PORTLAND, Oregon, affiliated with BLUE WATER WEALTH, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
BLUE WATER WEALTH, INC.
BLUE WATER WEALTH
AUM
$317M
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at BLUE WATER WEALTH, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4837806
Firm CRD# 164432
View on FINRA BrokerCheck →

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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

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Research
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