BLUEDOOR PRIVATE WEALTH, LLC
CRD #301907 SEC #801-131443 BEVERLY, MA 781-810-4604
SEC Registered
Total AUM
$105.9M
Discretionary
$105.7M
Employees
6
Clients
26
Accounts
158
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 19, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MCCUTCHEON, KEVIN, PATRICK | I | PRESIDENT, CHIEF INVESTMENT OFFICER | NA | Control |
| KOZAK, MICHAEL, CHARLES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| KOZAK, MICHAEL, CHARLES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| KOZAK, MICHAEL, CHARLES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| KOZAK, MICHAEL, CHARLES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| KOZAK, MICHAEL, CHARLES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| KOZAK, MICHAEL, CHARLES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| KOZAK, MICHAEL, CHARLES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| KOZAK, MICHAEL, CHARLES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| KOZAK, MICHAEL, CHARLES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| KOZAK, MICHAEL, CHARLES | I | CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| KOZAK, MICHAEL, CHARLES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| MURPHY, ROBERT, BYRON | I | MANAGING MEMBER | C | Control |
Registrations
Federal
IA
Nov 19, 2025 REGISTERED
Notice Filings (6)
CO FL MA NH NY TX
Address
50 DUNHAM RIDGESUITE 1250
BEVERLY, MA 01915
United States
Phone: 781-810-4604