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Adam Webster Kirklin

Bluewater Wealth Advisors, LLC

Vestavia Hills, AL

CRD 5417829

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Employer firm

Bluewater Wealth Advisors, LLC CRD 330078

$146M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Bluewater Wealth Advisors, Llc

4553 Pine Tree Circle Suite 220, Vestavia Hills, AL 35243 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2024-03-28
  • AL RA
    APPROVED
    Since 2024-03-28

Branch Locations

4553 Pine Tree Circle Suite 220, Vestavia Hills, AL 35243 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Oakworth Capital Bank Birmingham AL 08/2012 01/2023
Bluewater Wealth Advisors, Llc Vestavia AL 03/2024 Present
Kirklin Investment Management Company Vestavia AL 08/2012 Present
  • 08/2012 → 01/2023
    Oakworth Capital Bank
    Birmingham, AL
  • 03/2024 → Present
    Bluewater Wealth Advisors, Llc
    Vestavia, AL
  • 08/2012 → Present
    Kirklin Investment Management Company
    Vestavia, AL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-07
  • S65 Uniform Investment Adviser Law Examination
    2023-12-07

View on SEC IAPD

Nearby Firms

RFG ADVISORY, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
BCR WEALTH STRATEGIES

Nearby Investors

BOBBY RAY TRUST WHITE
HARRIS TODD DOOBROW
MARK ANDREW PEARSON

Nearby Offices

RFG ADVISORY, LLC · VESTAVIA HILLS, AL
RFG ADVISORY, LLC · Vestavia Hills, AL
AMERIPRISE FINANCIAL SERVICES, LLC · Vestavia, AL

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