Bluedoor Private Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Beverly, MA. Its latest Form ADV filing, dated April 9, 2026, reports $337M in regulatory assets under management, 6 employees, 5 offices, and 432 accounts.
Assets Under Management
$337M
Employees
6
Offices
5 offices
Total Clients
137
Primary office
BEVERLY, MA
50 DUNHAM RIDGE, SUITE 1250, BEVERLY, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 49.6% of total clients.
Top client categories% of clientsClients
1
HNWI
49.6%
68
2
Individuals
48.9%
67
3
Charitable
1.5%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$337Mas of April 9, 2026
Discretionary100.0%
$337M
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$337M
Total Accounts432
10Y AUM Change+$337M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee23:1
10Y Employee Change+4 (+200.0%)
* 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.