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BLUE WATER WEALTH

Tel: 503-296-8700
6600 Sw 92nd Avenue
Suite 100
Portland, Oregon  97223

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BLUE WATER WEALTH

BLUE WATER WEALTH is a Portland, Oregon based financial advisory firm with nearly $384,236,117 in assets under management and provides investment advisory services for 1078 clients. There are currently 14 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

164432

SEC#:

801-112810

No. of Clients:

1078

Assets under Management

$384,236,117

No. of Advisors:

14

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