Blue Sky Wealth Partners, LLC
● SEC registered since 2021CRD 315110SEC# 801-121630
Reg. AUM
$5.9M
Employees
1
Accounts
17
Location
—
Blue Sky Wealth Partners, LLC assets under management
Blue Sky Wealth Partners, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2021. It reports $5.9 million in regulatory assets under management and employs 1 people.
Blue Sky Wealth Partners, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Erico De Souza Malamud Control | Managing Member & Chief Compliance Officer | Over 75% | 2020 |
Frequently asked questions
How much does Blue Sky Wealth Partners, LLC manage?
Blue Sky Wealth Partners, LLC reports $5.9 million in regulatory assets under management on its Form ADV.
How many employees does Blue Sky Wealth Partners, LLC have?
Blue Sky Wealth Partners, LLC reports 1 employees.
Does Blue Sky Wealth Partners, LLC disclose fund performance?
Blue Sky Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 514-663-4050 |
| Fax | N/A |
| Office hours | By Appointment Only |
| SEC region | HQ |
| Discloses disciplinary history | No |
Regulatory AUM
$5.9M▲ 22%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$5.9Mregulatory AUM
Discretionary $5.9M