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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 8, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| COX, GABRIELLA, ALANA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COX, GABRIELLA, ALANA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COX, GABRIELLA, ALANA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COX, GABRIELLA, ALANA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COX, GABRIELLA, ALANA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COX, GABRIELLA, ALANA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COX, GABRIELLA, ALANA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COX, GABRIELLA, ALANA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RICHARD, GABRIELLA, ALANA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RICHARD, GABRIELLA, ALANA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RICHARD, GABRIELLA, ALANA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RICHARD, GABRIELLA, ALANA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CONGDON, NANCY, LYNN | I | PRESIDENT | E | Control |
| CONGDON, NANCY, LYNN | I | PRESIDENT | E | Control |
| CONGDON, NANCY, LYNN | I | PRESIDENT | E | Control |
| CONGDON, NANCY, LYNN | I | PRESIDENT | E | Control |
| CONGDON, NANCY, LYNN | I | PRESIDENT | E | Control |
| CONGDON, NANCY, LYNN | I | PRESIDENT | E | Control |
| CONGDON, NANCY, LYNN | I | PRESIDENT | E | Control |
| CONGDON, NANCY, LYNN | I | PRESIDENT | E | Control |
| CONGDON, NANCY, LYNN | I | PRESIDENT | E | Control |
| CONGDON, NANCY, LYNN | I | PRESIDENT | E | Control |
| CONGDON, NANCY, LYNN | I | PRESIDENT | E | Control |
| CONGDON, NANCY, LYNN | I | PRESIDENT | E | Control |
| CONGDON, NANCY, LYNN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CONGDON, NANCY, LYNN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CONGDON, NANCY, LYNN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CONGDON, NANCY, LYNN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CONGDON, NANCY, LYNN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CONGDON, NANCY, LYNN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CONGDON, NANCY, LYNN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CONGDON, NANCY, LYNN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CONGDON, NANCY, LYNN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CONGDON, NANCY, LYNN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CONGDON, NANCY, LYNN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CONGDON, NANCY, LYNN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CONGDON, NANCY, LYNN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CONGDON, NANCY, LYNN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CONGDON, NANCY, LYNN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CONGDON, NANCY, LYNN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Dec 8, 2025 REGISTERED
Notice Filings (9)
AZ CA CO MI NY OR RI TX WA
Address
500 SW 116TH AVENUEPORTLAND, OR 97225
United States
Phone: 503-296-8700