CRD: 284550
Blue Ocean Wealth Management, LLC
$23.7M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
57 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Morgan Stanley · TD Ameritrade
- Clients
- Retail
- Platforms
- PioneerRidge glacier
- Established Date
- 08-25-2016
- Office Locations
- 1
Office Locations
2454 N Mcmullen Booth RD Suite 700 Clearwater FL
About Blue Ocean Wealth Management, LLC
Blue Ocean Wealth Management is a Clearwater, FL wealth management firm focused on retirement readiness, delivering personalized financial planning alongside asset and risk management. The firm builds portfolios (often using mutual funds and ETFs) with an emphasis on client education and alignment, operating on flat fee-based accounts, taking on a fiduciary standard, and avoiding commissions or sales quotas.
Team overview
44 AVG AGE
$23.7M AVG AUM / ADVISOR
$416.1K AVG AUM / CLIENT
9.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
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Asset Classes
Legacy foundation Optima vital
Custodian
Eagle atlas Matrix bridge
Investment Themes
Catalyst optima Delta fusion Vector value Quantum crest
Investment Vehicles
Meridian
Services
Capital ridge Vertex beacon Capital Catalyst ember Optima bridge Radial Atlas
Technology
Radial horizon Alpha harbor
Owner & Executives
J
JOSHUA EVERETTE BALLARD
Financial Consultant, PRINCIPAL
- CRD
- #5094224
- Ownership
- 75% or more
(694) 861-8423
vector.summit@quantumcapital.com
in linkedin.com/in/bridge-horizon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $23,717,558 | -- |
| Total | $23,717,558 | -- |
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Separately Managed Accounts
Total SMA Asset: $23,717,558
Public Funds:
14.4% Cash:
14.8% Equity - Exchange:
22.0% Derivatives:
9.2% Corporate - Investment Grade:
16.8% U.S. Government/Agency:
22.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,055,620,200 | 14.4% |
| Cash | $1,084,942,983 | 14.8% |
| Equity - Exchange | $1,612,753,083 | 22.0% |
| Derivatives | $674,424,017 | 9.2% |
| Corporate - Investment Grade | $1,231,556,900 | 16.8% |
| U.S. Government/Agency | $1,671,398,651 | 22.8% |
| Total | $7,330,695,834 | 100.0% |