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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between December 8, 2025 and July 1, 2026, reported AUM increased 23.1%, from $384.2M to $472.8M.
Across 5 reported observations, AUM increased 61.7% between March 30, 2022 and July 1, 2026, from $292.4M to $472.8M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 12 advisory representatives and 506 clients, or 42.2 clients per representative. That equates to $934.4K in reported AUM per client.
The profile lists 3 reported office locations and 14 years in operation. The source data was last updated on September 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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
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MERLIN ARBOR
Portfolio Manager
- CRD
- #6464566
Jada Christine Fouch
Associate Advisor
- CRD
- #8167853
Showing 2 of 10 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 |
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Separately Managed Accounts
SMA allocation detail is available
Blue Water Wealth has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.