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BLUE WATER WEALTH
Legal name: BLUE WATER WEALTH, INC.
CRD 164432File 801-112810
APPROVED
Retail clients
Filing as of Sep 3, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$472.8M
Above cohort median (national)
Discretionary AUM
$472.8M
Clients
404
1,206 accounts
Employees
15
Above cohort median in OR
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Apr 6, 2018
- Principal office
- 500 SW 116TH AVENUE, PORTLAND, OR, 97225
- Phone
- 503-296-8700
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $472.8M
- Discretionary AUM
- $472.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,206
- Non-discretionary accounts
- 0
- Total accounts
- 1,206
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $877K |
| High net worth individuals | 218 | $404.4M |
| Individuals (other than high net worth individuals) | 185 | $67.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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 | 14 | 15 | increased by1 |
| Apr 1, 2026 | Clients | 382 | 404 | increased by22 |
| Apr 1, 2026 | AUM | $384,236,117 | $472,802,960 | increased by$88,566,843 |
| Apr 1, 2026 | Accounts | 1,078 | 1,206 | increased by128 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 13 | 14 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 343 | 382 | increased by39 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $292,385,972 | $384,236,117 | increased by$91,850,145 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 996 | 1,078 | increased by82 |
| Apr 1, 2022 | Employees | 10 | 13 | increased by3 |
| Apr 1, 2022 | Clients | 355 | 343 | decreased by12 |
| Apr 1, 2022 | AUM | $268,823,958 | $292,385,972 | increased by$23,562,014 |
| Apr 1, 2022 | Accounts | 355 | 996 | increased by641 |
| 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 “BLUE WATER” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BLUE WATER” 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.