Bluewater Wealth Advisors, LLC
● SEC registered since 2024CRD 330078SEC# 801-129724Vestavia Hills, AL
Reg. AUM
$145.8M
Employees
3
Accounts
90
Location
Vestavia Hills, AL
Bluewater Wealth Advisors, LLC assets under management
Bluewater Wealth Advisors, LLC operates as an SEC-registered investment adviser based in Vestavia Hills, AL. The firm has been registered since 2024. It reports $145.8 million in regulatory assets under management and employs 3 people.
Bluewater Wealth Advisors, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Webster Kirklin Control | Founder & Managing Partner | Under 5% | 2024 |
| Courtney Nicole Bascom Truss Control | Chief Compliance Officer And Managing Member | 5-10% | 2024 |
| K4 Holdings, LLC Control | Owner | 25-50% | 2026 |
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Bluewater Wealth Advisors, LLC manage?
Bluewater Wealth Advisors, LLC reports $145.8 million in regulatory assets under management on its Form ADV.
How many employees does Bluewater Wealth Advisors, LLC have?
Bluewater Wealth Advisors, LLC reports 3 employees.
Where is Bluewater Wealth Advisors, LLC located?
Bluewater Wealth Advisors, LLC is based in Vestavia Hills, AL and has been SEC-registered since 2024.
Does Bluewater Wealth Advisors, LLC disclose fund performance?
Bluewater Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4553 Pine Tree Circle, Suite 220, Vestavia Hills, AL 35243 |
| Phone | 205-305-6352 |
| Office hours | 8:30a.m.-5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$145.8M▲ 50%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$145.8Mregulatory AUM
Discretionary $145.8M