BLUEWATER WEALTH ADVISORS, LLC
SEC RegisteredCharting Your Legacy for Generations
About the firm
Bluewater is a wealth advisory firm founded by Adam W. Kirklin, Sam Harris II, and Courtney B. Truss, with over 30 combined years of wealth management experience. The firm takes a holistic and comprehensive approach to generational wealth, coordinating with clients, their families, and other trusted advisors to preserve and grow lasting legacies.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
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
Who they serve
Families and individuals with generational wealth and complex financial needs
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 8 | $1.8M |
| High Net Worth Individuals | 19 | $144M |
| 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 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $500,000 | 1.25% |
| $500,001 - $2,500,000 | 1.00% |
| $2,500,001 - $5,000,000 | 0.75% |
| Greater than $5,000,000 | 0.50% |
Data as of March 23, 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. BLUEWATER WEALTH ADVISORS, LLC 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.
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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