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Blue Water Wealth CRD 164432
$473M regulatory AUM 102 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
500 Sw 116Th Avenue, Portland, OR 97225 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-01-06 |
| CO | RA | APPROVED | 2025-12-08 |
| TX | RA | APPROVED | 2024-12-17 |
| WA | RA | APPROVED | 2024-12-17 |
Branch Locations
500 Sw 116Th Avenue, Portland, OR 97225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invesco Distributors, Inc. | Houston | TX | 10/2017 | 11/2018 |
| Enterprise Holdings, Inc. | Houston | TX | 07/2017 | 10/2017 |
| Texas Roadhouse | Rosenberg | TX | 06/2015 | 07/2017 |
| University Of Houston-Main Campus | Houston | TX | 08/2014 | 05/2017 |
| University Of Houston Department Of Intercollegiate Athletics | Houston | TX | 01/2015 | 05/2017 |
| Blue Water Wealth | Seattle | WA | 04/2022 | Present |
| Back Office Connection | Kirkland | WA | 03/2021 | 04/2022 |
| Evestnet Tamarac | Seattle | WA | 05/2019 | 03/2021 |
| Invesco Distributors, Inc. | Houston | TX | 11/2018 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-16 |
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