BLUEWATER WEALTH ADVISORS, LLC
CRD #330078 SEC #801-129724 VESTAVIA HILLS, AL 205-305-6352
SEC Registered
Total AUM
$97.1M
Discretionary
$97.1M
Employees
3
Clients
--
Accounts
70
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 12, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HARRIS, SAMUEL | I | MANAGING MEMBER | C | Control |
| HARRIS, SAMUEL | I | MANAGING MEMBER | C | Control |
| HARRIS, SAMUEL | I | MANAGING MEMBER | C | Control |
| HARRIS, SAMUEL | I | MANAGING MEMBER | C | Control |
| KIRKLIN, ADAM, WEBSTER | I | MANAGING MEMBER | C | Control |
| KIRKLIN, ADAM, WEBSTER | I | MANAGING MEMBER | C | Control |
| KIRKLIN, ADAM, WEBSTER | I | MANAGING MEMBER | C | Control |
| KIRKLIN, ADAM, WEBSTER | I | MANAGING MEMBER | C | Control |
| TRUSS, COURTNEY, NICOLE BASCOM | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | A | Control |
| TRUSS, COURTNEY, NICOLE BASCOM | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | A | Control |
| TRUSS, COURTNEY, NICOLE BASCOMB | I | CHIEF COMPLIANCE OFFICER AND MEMBER | A | Control |
| TRUSS, COURTNEY, NICOLE BASCOMB | I | CHIEF COMPLIANCE OFFICER AND MEMBER | A | Control |
Registrations
Federal
IA
Mar 12, 2025 REGISTERED
Notice Filings (1)
AL
Address
4553 PINE TREE CIRCLESUITE 220
VESTAVIA HILLS, AL 35243
United States
Phone: 205-305-6352