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BLUEWATER WEALTH ADVISORS, LLC
BLUEWATER WEALTH ADVISORS, LLC
VESTAVIA HILLS, Alabama
·
3 registered advisors
·
CRD# 330078
SEC# 801-129724
3
205-305-6352
01
Firm Overview
AUM
$102M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at BLUEWATER WEALTH ADVISORS, LLC
3 registered advisors
Adam Webster Kirklin
VESTAVIA HILLS, Alabama
CRD# 5417829
Courtney Nicole Bascom Truss
VESTAVIA HILLS, Alabama
CRD# 7874018
Samuel Harris
VESTAVIA HILLS, Alabama
CRD# 7872754
05
Office Locations
VESTAVIA HILLS, Alabama
3 advisors
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Data sourced from SEC Form ADV filings. BLUEWATER WEALTH ADVISORS, LLC (CRD# 330078) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.