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BLUESKY WEALTH ADVISORS, LLC
BLUESKY WEALTH ADVISORS, LLC
NEW BERN, North Carolina
·
2 registered advisors
·
CRD# 116760
SEC# 801-78583
5
252-633-0107
01
Firm Overview
AUM
$730M
Regulatory assets under management
Employees
14
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Other
Compensation
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at BLUESKY WEALTH ADVISORS, LLC
2 registered advisors
Caroline Wight Blain
NEW BERN, North Carolina
CRD# 5705887
David Laurence Blain
NEW BERN, North Carolina
CRD# 3174553
05
Office Locations
NEW BERN, North Carolina
2 advisors
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Data sourced from SEC Form ADV filings. BLUESKY WEALTH ADVISORS, LLC (CRD# 116760) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.