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- Custodian
- Apex · Betterment · Charles Schwab & Company
- Clients
- Retail
- Platforms
- PathwayBeacon
- Established Date
- 02-13-2020
- Office Locations
- 2
Office Locations
About Blue Marlin Advisors, LLC
Blue Marlin Advisors, LLC is a West Palm Beach, FL RIA focused on client-centered wealth planning and investment advice for retail investors, including entrepreneurs and retirees. The firm builds portfolios primarily with ETFs and public funds, emphasizing asset allocation, active management, and risk management, and supports retirement, estate, and business-succession planning. Custody includes Charles Schwab & Co.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
SERGE BERGER
Co-founder, Managing Partner
- CRD
- #7183772
- Ownership
- 50% but less than 75%
SILAS LEVI PETERS
Chief Compliance Officer, Chief Operating Officer, Co-founder, Principal
- CRD
- #6105723
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,700,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,700,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,700,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $421,419,687 | 42.9% |
| Public Funds | $560,910,585 | 57.1% |
| Total | $982,330,272 | 100.0% |