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
Firm Details
- Organization Type
- Corporation
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 18, 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 |
|---|---|---|---|---|
| CALOTT, EVAN, ALEXANDER | I | CO-OWNER | D | Control |
| CALOTT, EVAN, ALEXANDER | I | CO-OWNER | D | Control |
| CALOTT, EVAN, ALEXANDER | I | CO-OWNER | D | Control |
| CALOTT, EVAN, ALEXANDER | I | CO-OWNER | D | Control |
| CALOTT, EVAN, ALEXANDER | I | CO-OWNER | D | Control |
| Powell, Ronald, Austin | I | CO-OWNER AND CCO | D | Control |
| Powell, Ronald, Austin | I | CO-OWNER AND CCO | D | Control |
| Powell, Ronald, Austin | I | CO-OWNER AND CCO | D | Control |
| Powell, Ronald, Austin | I | CO-OWNER AND CCO | D | Control |
| Powell, Ronald, Austin | I | CO-OWNER AND CCO | D | Control |
Registrations
Federal
IA
Nov 18, 2025 REGISTERED
Notice Filings (6)
FL GA MS NC SC VA
Address
5970 FAIRVIEW ROAD, SUITE 400CHARLOTTE, NC 28210
United States
Phone: 7043021141