CRD: 330078
Bluewater Wealth Advisors, LLC
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- Custodian
- Charles Schwab & Company · Tiaa
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-21-2024
- Office Locations
- 1
Office Locations
About Bluewater Wealth Advisors, LLC
Bluewater Wealth Advisors, LLC is an SEC-registered RIA based in the Birmingham, Alabama area providing holistic wealth management for families and individuals, with a focus on multi-generational legacy planning. Advisors coordinate with clients’ other trusted professionals and build portfolio strategies emphasizing asset allocation and risk management across mutual funds/ETFs and fixed income. Clients access reporting via a Black Diamond (BD Reporting) portal.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
COURTNEY NICOLE BASCOM TRUSS
Chief Compliance Officer, Managing Member
- CRD
- #7874018
- Ownership
- 5% but less than 10%
SAMUEL HARRIS II
FOUNDER, Managing Partner
- CRD
- #7872754
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $145,781,465 | $1,619,794 |
| Non-Discretionary | $0 | -- |
| Total | $145,781,465 | $1,619,794 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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