BLUESKY WEALTH ADVISORS, LLC
CRD #116760 SEC #801-78583 NEW BERN, NC 252-633-0107
SEC Registered
Total AUM
$849.8M
Discretionary
$849.8M
Employees
13
Clients
251
Accounts
1,608
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $849.8M | $849.8M | $0 | 13 | 0 |
| Apr 2025 | $849.8M | $849.8M | $0 | 13 | 0 |
| Apr 2025 | $849.8M | $849.8M | $0 | 13 | 0 |
| Apr 2025 | $849.8M | $849.8M | $0 | 13 | 0 |
| Mar 2025 | $838.9M | $838.9M | $0 | 13 | 0 |
| Oct 2024 | $730.2M | $730.2M | $0 | 14 | 0 |
| Sep 2024 | $730.2M | $730.2M | $0 | 14 | 0 |
| Aug 2024 | $730.2M | $730.2M | $0 | 14 | 0 |
| Jul 2024 | $730.2M | $730.2M | $0 | 14 | 0 |
| Apr 2024 | $730.2M | $730.2M | $0 | 14 | 0 |
| Mar 2024 | $730.2M | $730.2M | $0 | 14 | 0 |
| Oct 2023 | $612.4M | $612.4M | $0 | 18 | 0 |
| Mar 2023 | $612.4M | $612.4M | $0 | 18 | 0 |
| Nov 2022 | $628.2M | $628.2M | $0 | 17 | 14 |
| Aug 2022 | $628.2M | $628.2M | $0 | 17 | 14 |
| Jul 2022 | $628.2M | $628.2M | $0 | 17 | 14 |
| May 2022 | $628.2M | $628.2M | $0 | 17 | 14 |
| May 2022 | $628.2M | $628.2M | $0 | 17 | 14 |
| Mar 2022 | $628.2M | $628.2M | $0 | 17 | 14 |
| Mar 2022 | $628.2M | $628.2M | $0 | 17 | 14 |
| Sep 2021 | $560.8M | $560.8M | $0 | 22 | 9 |
| Aug 2021 | $560.8M | $560.8M | $0 | 22 | 9 |
| Aug 2021 | $560.8M | $560.8M | $0 | 22 | 9 |
| Mar 2021 | $560.8M | $560.8M | $0 | 22 | 9 |
| Jan 2021 | $453.2M | $453.2M | $0 | 11 | 8 |
| Jul 2020 | $453.2M | $453.2M | $0 | 11 | 8 |
| Jun 2020 | $453.2M | $453.2M | $0 | 11 | 8 |
| May 2020 | $453.2M | $453.2M | $0 | 11 | 8 |
| May 2020 | $453.2M | $453.2M | $0 | 11 | 8 |
| Apr 2020 | $453.2M | $453.2M | $0 | 11 | 8 |
| Mar 2020 | $453.2M | $453.2M | $0 | 11 | 8 |
| Feb 2020 | $426.1M | $426.1M | $0 | 11 | 6 |
| Mar 2019 | $426.1M | $426.1M | $0 | 11 | 6 |
| Mar 2019 | $426.1M | $426.1M | $0 | 11 | 6 |
| Oct 2018 | $406.5M | $406.5M | $0 | 12 | 6 |
| Jul 2018 | $406.5M | $406.5M | $0 | 12 | 6 |
| Jul 2018 | $406.5M | $406.5M | $0 | 12 | 6 |
| May 2018 | $406.5M | $406.5M | $0 | 12 | 6 |
| Mar 2018 | $406.5M | $406.5M | $0 | 12 | 6 |
| Feb 2018 | $406.5M | $406.5M | $0 | 12 | 6 |
| Feb 2017 | $335.7M | $335.7M | $0 | 13 | 256 |
| Oct 2016 | $360.7M | $360.7M | $0 | 15 | 290 |
| Oct 2016 | $360.7M | $360.7M | $0 | 15 | 290 |
| Mar 2016 | $360.7M | $360.7M | $0 | 15 | 290 |
| Jan 2016 | $251.8M | $251.8M | $0 | 13 | 220 |
| Sep 2015 | $251.8M | $251.8M | $0 | 13 | 220 |
| Aug 2015 | $251.8M | $251.8M | $0 | 13 | 220 |
| Jul 2015 | $251.8M | $251.8M | $0 | 13 | 220 |
| May 2015 | $251.8M | $251.8M | $0 | 13 | 220 |
| Feb 2015 | $251.8M | $251.8M | $0 | 13 | 220 |
| Dec 2014 | $252M | $252M | $0 | 10 | 181 |
| Dec 2014 | $252M | $252M | $0 | 10 | 181 |
| Apr 2014 | $217.3M | $216.6M | $703.8K | 10 | 181 |
| Mar 2014 | $217.3M | $216.6M | $703.8K | 10 | 181 |
| Sep 2013 | $192.2M | $192.2M | $0 | 12 | 26 |
| Sep 2013 | $192.2M | $192.2M | $0 | 12 | 26 |
| May 2012 | $68.1M | $68.1M | $0 | 1 | 26 |
| Apr 2012 | $68.1M | $68.1M | $0 | 1 | 26 |
| Feb 2012 | $68.1M | $68.1M | $0 | 1 | 26 |
| Aug 2011 | $58.9M | $58.9M | $0 | 5 | -- |
| Sep 2010 | $43.6M | $43.6M | $0 | 5 | -- |
| May 2010 | $43.6M | $43.6M | $0 | 5 | -- |
DateOct 2025
Total AUM$849.8M
Discretionary$849.8M
Non-Disc.$0
Employees13
Clients0
DateApr 2025
Total AUM$849.8M
Discretionary$849.8M
Non-Disc.$0
Employees13
Clients0
DateApr 2025
Total AUM$849.8M
Discretionary$849.8M
Non-Disc.$0
Employees13
Clients0
DateApr 2025
Total AUM$849.8M
Discretionary$849.8M
Non-Disc.$0
Employees13
Clients0
DateMar 2025
Total AUM$838.9M
Discretionary$838.9M
Non-Disc.$0
Employees13
Clients0
DateOct 2024
Total AUM$730.2M
Discretionary$730.2M
Non-Disc.$0
Employees14
Clients0
DateSep 2024
Total AUM$730.2M
Discretionary$730.2M
Non-Disc.$0
Employees14
Clients0
DateAug 2024
Total AUM$730.2M
Discretionary$730.2M
Non-Disc.$0
Employees14
Clients0
DateJul 2024
Total AUM$730.2M
Discretionary$730.2M
Non-Disc.$0
Employees14
Clients0
DateApr 2024
Total AUM$730.2M
Discretionary$730.2M
Non-Disc.$0
Employees14
Clients0
DateMar 2024
Total AUM$730.2M
Discretionary$730.2M
Non-Disc.$0
Employees14
Clients0
DateOct 2023
Total AUM$612.4M
Discretionary$612.4M
Non-Disc.$0
Employees18
Clients0
DateMar 2023
Total AUM$612.4M
Discretionary$612.4M
Non-Disc.$0
Employees18
Clients0
DateNov 2022
Total AUM$628.2M
Discretionary$628.2M
Non-Disc.$0
Employees17
Clients14
DateAug 2022
Total AUM$628.2M
Discretionary$628.2M
Non-Disc.$0
Employees17
Clients14
DateJul 2022
Total AUM$628.2M
Discretionary$628.2M
Non-Disc.$0
Employees17
Clients14
DateMay 2022
Total AUM$628.2M
Discretionary$628.2M
Non-Disc.$0
Employees17
Clients14
DateMay 2022
Total AUM$628.2M
Discretionary$628.2M
Non-Disc.$0
Employees17
Clients14
DateMar 2022
Total AUM$628.2M
Discretionary$628.2M
Non-Disc.$0
Employees17
Clients14
DateMar 2022
Total AUM$628.2M
Discretionary$628.2M
Non-Disc.$0
Employees17
Clients14
DateSep 2021
Total AUM$560.8M
Discretionary$560.8M
Non-Disc.$0
Employees22
Clients9
DateAug 2021
Total AUM$560.8M
Discretionary$560.8M
Non-Disc.$0
Employees22
Clients9
DateAug 2021
Total AUM$560.8M
Discretionary$560.8M
Non-Disc.$0
Employees22
Clients9
DateMar 2021
Total AUM$560.8M
Discretionary$560.8M
Non-Disc.$0
Employees22
Clients9
DateJan 2021
Total AUM$453.2M
Discretionary$453.2M
Non-Disc.$0
Employees11
Clients8
DateJul 2020
Total AUM$453.2M
Discretionary$453.2M
Non-Disc.$0
Employees11
Clients8
DateJun 2020
Total AUM$453.2M
Discretionary$453.2M
Non-Disc.$0
Employees11
Clients8
DateMay 2020
Total AUM$453.2M
Discretionary$453.2M
Non-Disc.$0
Employees11
Clients8
DateMay 2020
Total AUM$453.2M
Discretionary$453.2M
Non-Disc.$0
Employees11
Clients8
DateApr 2020
Total AUM$453.2M
Discretionary$453.2M
Non-Disc.$0
Employees11
Clients8
DateMar 2020
Total AUM$453.2M
Discretionary$453.2M
Non-Disc.$0
Employees11
Clients8
DateFeb 2020
Total AUM$426.1M
Discretionary$426.1M
Non-Disc.$0
Employees11
Clients6
DateMar 2019
Total AUM$426.1M
Discretionary$426.1M
Non-Disc.$0
Employees11
Clients6
DateMar 2019
Total AUM$426.1M
Discretionary$426.1M
Non-Disc.$0
Employees11
Clients6
DateOct 2018
Total AUM$406.5M
Discretionary$406.5M
Non-Disc.$0
Employees12
Clients6
DateJul 2018
Total AUM$406.5M
Discretionary$406.5M
Non-Disc.$0
Employees12
Clients6
DateJul 2018
Total AUM$406.5M
Discretionary$406.5M
Non-Disc.$0
Employees12
Clients6
DateMay 2018
Total AUM$406.5M
Discretionary$406.5M
Non-Disc.$0
Employees12
Clients6
DateMar 2018
Total AUM$406.5M
Discretionary$406.5M
Non-Disc.$0
Employees12
Clients6
DateFeb 2018
Total AUM$406.5M
Discretionary$406.5M
Non-Disc.$0
Employees12
Clients6
DateFeb 2017
Total AUM$335.7M
Discretionary$335.7M
Non-Disc.$0
Employees13
Clients256
DateOct 2016
Total AUM$360.7M
Discretionary$360.7M
Non-Disc.$0
Employees15
Clients290
DateOct 2016
Total AUM$360.7M
Discretionary$360.7M
Non-Disc.$0
Employees15
Clients290
DateMar 2016
Total AUM$360.7M
Discretionary$360.7M
Non-Disc.$0
Employees15
Clients290
DateJan 2016
Total AUM$251.8M
Discretionary$251.8M
Non-Disc.$0
Employees13
Clients220
DateSep 2015
Total AUM$251.8M
Discretionary$251.8M
Non-Disc.$0
Employees13
Clients220
DateAug 2015
Total AUM$251.8M
Discretionary$251.8M
Non-Disc.$0
Employees13
Clients220
DateJul 2015
Total AUM$251.8M
Discretionary$251.8M
Non-Disc.$0
Employees13
Clients220
DateMay 2015
Total AUM$251.8M
Discretionary$251.8M
Non-Disc.$0
Employees13
Clients220
DateFeb 2015
Total AUM$251.8M
Discretionary$251.8M
Non-Disc.$0
Employees13
Clients220
DateDec 2014
Total AUM$252M
Discretionary$252M
Non-Disc.$0
Employees10
Clients181
DateDec 2014
Total AUM$252M
Discretionary$252M
Non-Disc.$0
Employees10
Clients181
DateApr 2014
Total AUM$217.3M
Discretionary$216.6M
Non-Disc.$703.8K
Employees10
Clients181
DateMar 2014
Total AUM$217.3M
Discretionary$216.6M
Non-Disc.$703.8K
Employees10
Clients181
DateSep 2013
Total AUM$192.2M
Discretionary$192.2M
Non-Disc.$0
Employees12
Clients26
DateSep 2013
Total AUM$192.2M
Discretionary$192.2M
Non-Disc.$0
Employees12
Clients26
DateMay 2012
Total AUM$68.1M
Discretionary$68.1M
Non-Disc.$0
Employees1
Clients26
DateApr 2012
Total AUM$68.1M
Discretionary$68.1M
Non-Disc.$0
Employees1
Clients26
DateFeb 2012
Total AUM$68.1M
Discretionary$68.1M
Non-Disc.$0
Employees1
Clients26
DateAug 2011
Total AUM$58.9M
Discretionary$58.9M
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$43.6M
Discretionary$43.6M
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$43.6M
Discretionary$43.6M
Non-Disc.$0
Employees5
Clients--