Blue Water Wealth is an SEC registered investment adviser organized as a corporation with a primary office location in Portland, OR. Its latest Form ADV filing, dated March 2, 2026, reports $473M in regulatory assets under management, 15 employees, 1 office, and 1,206 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 54.0% of total clients.
Top client categories% of clientsClients
1
HNWI
54.0%
218
2
Individuals
45.8%
185
3
Corporations
0.2%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$473Mas of March 2, 2026
Discretionary100.0%
$473M
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.
Total AUM$473M
Total Accounts1,206
10Y AUM Change+$367M (+345.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee27:1
10Y Employee Change+6 (+66.7%)
* 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.