BLUE WATER WEALTH, INC.
Legal name: BLUE WATER WEALTH
CRD #164432 SEC #801-112810 PORTLAND, OR 503-296-8700
SEC Registered
Total AUM
$384.2M
Discretionary
$384.2M
Employees
14
Clients
251
Accounts
1,078
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $384.2M | $384.2M | $0 | 14 | 152 |
| Dec 2025 | $384.2M | $384.2M | $0 | 14 | 152 |
| Sep 2025 | $384.2M | $384.2M | $0 | 14 | 152 |
| Feb 2025 | $384.2M | $384.2M | $0 | 14 | 152 |
| Mar 2024 | $317.1M | $317.1M | $0 | 17 | 176 |
| Aug 2023 | $233.2M | $233.2M | $0 | 17 | 17 |
| Mar 2023 | $233.2M | $233.2M | $0 | 17 | 17 |
| Mar 2022 | $292.4M | $292.4M | $0 | 13 | 23 |
| Mar 2021 | $268.8M | $268.8M | $0 | 10 | 21 |
| Mar 2021 | $268.8M | $268.8M | $0 | 10 | 21 |
| Jan 2021 | $205M | $192M | $13M | 13 | 25 |
| Nov 2020 | $205M | $192M | $13M | 9 | 25 |
| Jun 2020 | $205M | $192M | $13M | 9 | 25 |
| Mar 2020 | $205M | $192M | $13M | 9 | 25 |
| Feb 2020 | $205M | $192M | $13M | 9 | 25 |
| Jun 2019 | $155.2M | $150.4M | $4.7M | 7 | 10 |
| Jun 2019 | $155.2M | $150.4M | $4.7M | 7 | 10 |
| Mar 2019 | $155.2M | $150.4M | $4.7M | 7 | 10 |
| Apr 2018 | $106.2M | $106.2M | $0 | 9 | 110 |
| Mar 2018 | $106.2M | $106.2M | $0 | 9 | 110 |
| Dec 2012 | $60M | $0 | $60M | 5 | 0 |
| Nov 2012 | $0 | $0 | $0 | 6 | 0 |
| Aug 2012 | $0 | $0 | $0 | -- | 0 |
| Aug 2012 | $0 | $0 | $0 | -- | 0 |
| Aug 2012 | $0 | $0 | $0 | -- | 0 |
| Jul 2012 | $0 | $0 | $0 | -- | 0 |
DateDec 2025
Total AUM$384.2M
Discretionary$384.2M
Non-Disc.$0
Employees14
Clients152
DateDec 2025
Total AUM$384.2M
Discretionary$384.2M
Non-Disc.$0
Employees14
Clients152
DateSep 2025
Total AUM$384.2M
Discretionary$384.2M
Non-Disc.$0
Employees14
Clients152
DateFeb 2025
Total AUM$384.2M
Discretionary$384.2M
Non-Disc.$0
Employees14
Clients152
DateMar 2024
Total AUM$317.1M
Discretionary$317.1M
Non-Disc.$0
Employees17
Clients176
DateAug 2023
Total AUM$233.2M
Discretionary$233.2M
Non-Disc.$0
Employees17
Clients17
DateMar 2023
Total AUM$233.2M
Discretionary$233.2M
Non-Disc.$0
Employees17
Clients17
DateMar 2022
Total AUM$292.4M
Discretionary$292.4M
Non-Disc.$0
Employees13
Clients23
DateMar 2021
Total AUM$268.8M
Discretionary$268.8M
Non-Disc.$0
Employees10
Clients21
DateMar 2021
Total AUM$268.8M
Discretionary$268.8M
Non-Disc.$0
Employees10
Clients21
DateJan 2021
Total AUM$205M
Discretionary$192M
Non-Disc.$13M
Employees13
Clients25
DateNov 2020
Total AUM$205M
Discretionary$192M
Non-Disc.$13M
Employees9
Clients25
DateJun 2020
Total AUM$205M
Discretionary$192M
Non-Disc.$13M
Employees9
Clients25
DateMar 2020
Total AUM$205M
Discretionary$192M
Non-Disc.$13M
Employees9
Clients25
DateFeb 2020
Total AUM$205M
Discretionary$192M
Non-Disc.$13M
Employees9
Clients25
DateJun 2019
Total AUM$155.2M
Discretionary$150.4M
Non-Disc.$4.7M
Employees7
Clients10
DateJun 2019
Total AUM$155.2M
Discretionary$150.4M
Non-Disc.$4.7M
Employees7
Clients10
DateMar 2019
Total AUM$155.2M
Discretionary$150.4M
Non-Disc.$4.7M
Employees7
Clients10
DateApr 2018
Total AUM$106.2M
Discretionary$106.2M
Non-Disc.$0
Employees9
Clients110
DateMar 2018
Total AUM$106.2M
Discretionary$106.2M
Non-Disc.$0
Employees9
Clients110
DateDec 2012
Total AUM$60M
Discretionary$0
Non-Disc.$60M
Employees5
Clients0
DateNov 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateAug 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateAug 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateAug 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateJul 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0