← Directory
BLUESKY WEALTH ADVISORS, LLC
CRD 116760File 801-78583
APPROVED
Retail clients
Custody
Filing as of Mar 2, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.00B
Above cohort median (national)
Discretionary AUM
$1.00B
Clients
351
1,716 accounts
Employees
14
Above cohort median in NC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Sep 18, 2013
- Principal office
- 2131 S GLENBURNIE ROAD, SUITE 8, NEW BERN, NC, 28562
- Phone
- 252-633-0107
- Website
- HTTP://WWW.BLUESKYWA.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.00B
- Discretionary AUM
- $1.00B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,716
- Non-discretionary accounts
- 0
- Total accounts
- 1,716
- AUM per client
- $2.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $574K |
| High net worth individuals | 248 | $948.5M |
| Individuals (other than high net worth individuals) | 102 | $55.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 13 | 14 | increased by1 |
| Apr 1, 2026 | AUM | $849,834,692 | $1,004,497,065 | increased by$154,662,373 |
| Apr 1, 2026 | Accounts | 1,608 | 1,716 | increased by108 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 17 | 13 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 330 | 351 | increased by21 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $628,190,845 | $849,834,692 | increased by$221,643,847 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,374 | 1,608 | increased by234 |
| Apr 1, 2022 | Employees | 22 | 17 | decreased by5 |
| Apr 1, 2022 | Clients | 317 | 330 | increased by13 |
| Apr 1, 2022 | AUM | $560,761,458 | $628,190,845 | increased by$67,429,387 |
| Apr 1, 2022 | Accounts | 1,314 | 1,374 | increased by60 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BLUESKY WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BLUESKY WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.