BLUE WEALTH INC.
Legal name: BLUE FINANCIAL
CRD #330324 SEC #801-132547 CHARLOTTE, NC 7043021141
SEC Registered
Total AUM
$100.4M
Discretionary
$100.4M
Employees
12
Clients
0
Accounts
658
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $100.4M | $100.4M | $0 | 12 | 0 |
| Aug 2025 | $100.4M | $100.4M | $0 | 8 | 0 |
| May 2025 | $100.4M | $100.4M | $0 | 8 | 0 |
| Apr 2025 | $100.4M | $100.4M | $0 | 8 | 0 |
| Mar 2025 | $100.4M | $100.4M | $0 | 3 | 0 |
DateNov 2025
Total AUM$100.4M
Discretionary$100.4M
Non-Disc.$0
Employees12
Clients0
DateAug 2025
Total AUM$100.4M
Discretionary$100.4M
Non-Disc.$0
Employees8
Clients0
DateMay 2025
Total AUM$100.4M
Discretionary$100.4M
Non-Disc.$0
Employees8
Clients0
DateApr 2025
Total AUM$100.4M
Discretionary$100.4M
Non-Disc.$0
Employees8
Clients0
DateMar 2025
Total AUM$100.4M
Discretionary$100.4M
Non-Disc.$0
Employees3
Clients0