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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-18-2019
- Office Locations
- 3
Office Locations
About Bluedoor Private Wealth, LLC
BlueDoor Private Wealth crafts individualized investment and planning strategies for families building and preserving wealth across generations, including estate and legacy planning. Portfolios are tailored to client goals and behavioral profiles, spanning buy-and-hold to covered-call approaches. The team focuses on long-term ownership of high-quality businesses, using risk-budgeting tools and investor education, with in-house research and portfolio management; custodies at Charles Schwab.
Reported data analysis
What the numbers show
Between November 19, 2025 and June 11, 2026, reported AUM increased 218.4%, from $105.9M to $337.3M.
Across 4 reported observations, AUM increased 430.6% between January 22, 2020 and June 11, 2026, from $63.6M to $337.3M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 137 clients, or 34.3 clients per representative. That equates to $2.5M in reported AUM per client.
The profile lists 3 reported office locations and 6 years in operation. The source data was last updated on June 11, 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
- Services
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The full Bluedoor Private Wealth, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MICHAEL CHARLES KOZAK
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #4181027
- Ownership
- 75% or more
KEVIN PATRICK MCCUTCHEON
--
- CRD
- #6105535
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Grady Kozak
Associate Portfolio Manager
- CRD
- #8156980
John Richard Shepherd
Portfolio Manager
- CRD
- #732037
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $337,266,388 | $780,709 |
| Non-Discretionary | $0 | -- |
| Total | $337,266,388 | $780,709 |
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Separately Managed Accounts
SMA allocation detail is available
Bluedoor Private Wealth, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Bluedoor Private Wealth, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.