Bluedoor Private Wealth, LLC
● SEC registered since 2024CRD 301907SEC# 801-131443Beverly, MA
Reg. AUM
$337.3M
Employees
6
Accounts
432
Location
Beverly, MA
Bluedoor Private Wealth, LLC assets under management
Bluedoor Private Wealth, LLC is a registered investment adviser overseen by the SEC based in Beverly, MA. The firm has been registered since 2024. It reports $337.3 million in regulatory assets under management and employs 6 people.
Bluedoor Private Wealth, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kevin Patrick McCutcheon Control | Chief Investment Officer | Under 5% | 2025 |
| Michael Charles Kozak Control | Ceo And Chief Compliance Officer | Over 75% | 2019 |
| Robert Byron Murphy | Managing Partner | Under 5% | 2025 |
Frequently asked questions
How much does Bluedoor Private Wealth, LLC manage?
Bluedoor Private Wealth, LLC reports $337.3 million in regulatory assets under management on its Form ADV.
How many employees does Bluedoor Private Wealth, LLC have?
Bluedoor Private Wealth, LLC reports 6 employees.
Where is Bluedoor Private Wealth, LLC located?
Bluedoor Private Wealth, LLC is based in Beverly, MA and has been SEC-registered since 2024.
Does Bluedoor Private Wealth, LLC disclose fund performance?
Bluedoor Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 50 Dunham Ridge, Suite 1250, Beverly, MA 01915 |
| Phone | 781-810-4604 |
| Fax | 617-608-4401 |
| Office hours | 9:00-4:00 |
| SEC region | Boston Regional Office (BRO) |
| CIK | 2110994 |
| Discloses disciplinary history | No |
Regulatory AUM
$337.3M▲ 218%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$337.3Mregulatory AUM
Discretionary $337.3M