Bluesky Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New Bern, NC. Its latest Form ADV filing, dated March 2, 2026, reports $1.0B in regulatory assets under management, 14 employees, 4 offices, and 1,716 accounts.
Assets Under Management
$1.0B
Employees
14
Offices
4 offices
Total Clients
351
Primary office
NEW BERN, NC
2131 S GLENBURNIE ROAD, SUITE 8, NEW BERN, NC, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 70.7% of total clients.
Top client categories% of clientsClients
1
HNWI
70.7%
248
2
Individuals
29.1%
102
3
Corporations
0.3%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.0Bas of March 2, 2026
Discretionary100.0%
$1.0B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.0B
Total Accounts1,716
10Y AUM Change+$669M (+199.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee25:1
10Y Employee Change+1 (+7.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.