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Adam Webster Kirklin

Investment Adviser Representative at Bluewater Wealth Advisors, LLC

Vestavia Hills, ALCRD #5417829Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
6 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Adam Webster Kirklin is an investment adviser representative with Bluewater Wealth Advisors, LLC in Vestavia Hills, AL, where they have been registered since 2024. They have worked in the securities industry since 2020 and were previously registered with Johnson Sterling, Inc. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Alabama.

Office

4553 Pine Tree Circle, Suite 220
Vestavia Hills, AL 35243

Advisors at this office: 3

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Alabama

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/7/2023

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Bluewater Wealth Advisors, LLCCurrent
3/28/2024 – Vestavia Hills, AL
Johnson Sterling, Inc.
7/1/2008 – 9/13/2012Birmingham, AL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Oakworth Capital Bank
    Aug 2012 – Jan 2023Birmingham, AL
  2. Bluewater Wealth Advisors, LLC
    Mar 2024 – no end date reportedVestavia, AL
  3. Kirklin Investment Management Company
    Aug 2012 – no end date reportedVestavia, AL

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Bluewater Wealth Advisors, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
Estimated blended rate
0.0125
Firm's annual rate schedule by assets
  • Up to $500,0001.25%
  • $500,001 - $2,500,0001.00%
  • $2,500,001 - $5,000,0000.75%
  • Greater than $5,000,0000.50%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Holistic and comprehensive wealth management strategies, including coordination with clients, family members, and other trusted advisors to address long-term financial goals and generational wealth preservation

Portfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsSelection of Other Advisers
Firm areas of expertise
Wealth ManagementGenerational WealthLegacy PlanningHolistic Financial PlanningFamily Wealth

Client types the firm serves

IndividualsHigh Net Worth

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
3
Offices listed on AdvisorFinder:
1
Main office:
Vestavia Hills, AL
SEC file number:
801-129724

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 23, 2026

View full firm profile

Other advisors at Bluewater Wealth Advisors, LLC

2 other advisors in the directory

View Bluewater Wealth Advisors, LLC firm profile

Similar advisors in Vestavia Hills, AL

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Adam Webster Kirklin has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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