BLUE WATER WEALTH
SEC RegisteredMake your money count.
About the firm
Blue Water Wealth is a woman-owned, women-led financial planning and Sustainable, Responsible & Impact (SRI) investment firm and Registered Investment Advisor (RIA). Their mission is to ensure clients do not have to sacrifice their values to achieve their financial goals, investing only in companies verified to have a positive impact. They offer financial planning and wealth management services driven by a persistent SRI perspective.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning (ranging from affordable, foundational plans to complex, holistic plans) and wealth management through Sustainable, Responsible & Impact (SRI) investing, including impact investing for accredited investors targeting social and environmental outcomes. The firm uses ESG criteria and screens out industries such as fossil fuels, weapons manufacturing, private prisons, and tobacco.
Who they serve
Individuals seeking financial planning or wealth management aligned with their values, as well as accredited investors interested in impact investing.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 185 | $68M |
| High Net Worth Individuals | 218 | $404M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
102 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
11 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $500,000 | 1.50% |
| $500,001 - $1,000,000 | 1.25% |
| $1,000,001 - $3,000,000 | 1.00% |
| $3,000,001 - $10,000,000 | 0.75% |
| $10,000,001 and greater | 0.50% |
Data as of March 2, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BLUE WATER WEALTH 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 the SEC or FINRA websites before making any decision.
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