Blue Wealth Inc.
● SEC registered since 2025CRD 330324SEC# 801-132547Charlotte, NC
Reg. AUM
$145.1M
Employees
11
Accounts
908
Location
Charlotte, NC
Blue Wealth Inc. assets under management
Blue Wealth Inc. is an SEC-registered investment adviser based in Charlotte, NC. The firm has been registered since 2025. It reports $145.1 million in regulatory assets under management and employs 11 people.
Blue Wealth Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Evan Alexander Calott Control | Co-Owner | 50-75% | 2024 |
| Ronald Austin Powell Control | Co-Owner And Cco | 50-75% | 2024 |
Frequently asked questions
How much does Blue Wealth Inc. manage?
Blue Wealth Inc. reports $145.1 million in regulatory assets under management on its Form ADV.
How many employees does Blue Wealth Inc. have?
Blue Wealth Inc. reports 11 employees.
Where is Blue Wealth Inc. located?
Blue Wealth Inc. is based in Charlotte, NC and has been SEC-registered since 2025.
Does Blue Wealth Inc. disclose fund performance?
Blue Wealth Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5970 Fairview Road, Suite 400, Charlotte, NC 28210 |
| Phone | 7043021141 |
| Office hours | 9 a.m.-5 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$145.1M▲ 44%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$145.1Mregulatory AUM
Discretionary $145.1M