This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-07-2012
- Office Locations
- 3
Office Locations
About Blue Water Wealth
Blue Water Wealth is a woman-owned RIA providing financial planning and values-aligned wealth management with a Sustainable, Responsible & Impact (SRI) lens. The firm emphasizes impact investing, seeking companies with positive social and environmental outcomes while pursuing clients’ financial goals. Works with individuals including business owners/entrepreneurs; custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
NANCY LYNN CONGDON
Certified Financial Planner, Chief Compliance Officer, President
- CRD
- #2136551
- Ownership
- 75% or more
Jadyn Custis Kerns-Funk
Analyst, DIRECTOR OF OPERATIONS
- CRD
- #7270239
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
MERLIN ARBOR
Portfolio Manager
- CRD
- #6464566
Jada Christine Fouch
Associate Advisor
- CRD
- #8167853
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $472,802,960 | $392,042 |
| Non-Discretionary | $0 | -- |
| Total | $472,802,960 | $392,042 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
Continue browsing