Blue Water Wealth, Inc.
● SEC registered since 2018CRD 164432SEC# 801-112810Portland, OR
Reg. AUM
$472.8M
Employees
15
Accounts
1,206
Location
Portland, OR
Blue Water Wealth, Inc. assets under management
Blue Water Wealth, Inc. is an SEC-registered investment adviser based in Portland, OR. The firm has been registered since 2018. It reports $472.8 million in regulatory assets under management and employs 15 people.
Blue Water Wealth, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jadyn Custis Kerns-Funk Control | Director Of Operations | Under 5% | 2026 |
| Nancy Lynn Congdon Control | President And Chief Compliance Officer | Over 75% | 2012 |
Frequently asked questions
How much does Blue Water Wealth, Inc. manage?
Blue Water Wealth, Inc. reports $472.8 million in regulatory assets under management on its Form ADV.
How many employees does Blue Water Wealth, Inc. have?
Blue Water Wealth, Inc. reports 15 employees.
Where is Blue Water Wealth, Inc. located?
Blue Water Wealth, Inc. is based in Portland, OR and has been SEC-registered since 2018.
Does Blue Water Wealth, Inc. disclose fund performance?
Blue Water Wealth, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 500 SW 116th Avenue, Portland, OR 97225 |
| Phone | 503-296-8700 |
| Fax | 503-296-8701 |
| Office hours | By Appointment Only |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$472.8M▲ 23%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 49%
Larger than 51% of 16,271 advisers
EmployeesTop 30%
More than 70% of 16,825 advisers
Assets under management
$472.8Mregulatory AUM
Discretionary $472.8M