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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- RidgeEagle +more
- Established Date
- 07-24-2003
- Office Locations
- 5
Office Locations
About Bluesky Wealth Advisors, LLC
BlueSky Wealth Advisors is a flat-fee wealth management firm founded by David Blain, CFA, delivering personalized investment management and financial planning for disciplined savers pursuing financial independence. The team pairs portfolio strategy with proactive multi-year tax planning and tax preparation, passive-income planning (including income-producing real estate), and tax-efficient legacy and charitable planning, supported by a 20:1 client-to-staff ratio.
Team overview
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Client Personas
CRM
Custodian
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Investment Vehicles
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Owner & Executives
DAVID LAURENCE BLAIN
Chief Compliance Officer, Chief Executive Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #3174553
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
Unlock allContacts
Christie Lynn Bonacci
Advisor
- CRD
- #6795263
JOHN BENJAMIN GJERTSEN
Advisor
- CRD
- #5184962
Vital element
Unison horizon catalyst
- CRD
- #70688
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,004,497,065 | $585,371 |
| Non-Discretionary | $0 | -- |
| Total | $1,004,497,065 | $585,371 |
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Separately Managed Accounts
Total SMA Asset: $1,004,497,065
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $4,178,800,555 | 58.3% |
| Equity - Exchange | $1,010,653,308 | 14.1% |
| Other | $1,978,300,091 | 27.6% |
| Total | $7,167,753,954 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| WAVE BEACON | EAGLE CREST | K5VSBAJ89 | YKM | 7.97% | $110,058,705 |
| MATRIX RIDGE | UNISON VERTEX | ML7QW64DJ | KVKN | 11.31% | $81,462,303 |
| NORTH FRONTIER | SIGNAL FOCUS | VROZMZZ8W | RCR | 1.48% | $97,350,825 |
| VECTOR BEACON | PRIME VALUE | 040VGRHHV | ZJFOG | 4.94% | $9,381,220 |
| VERTEX HARBOR ATLAS | PRIME EAGLE | 5J8Z8IC94 | DHUN | 0.62% | $112,450,647 |
| EAGLE FOUNDATION FOCUS | FRONTIER TIMBER | V0PR8H789 | CXRT | 3.32% | $93,090,915 |
| FOCUS SIGNAL EMBER | RIDGE HORIZON | A3S6TWV9J | YAK | 7.97% | $65,617,631 |
| VITAL VALUE | UNISON FOCUS | 2WFPDN9P8 | IAAC | 4.45% | $119,734,320 |