B
CRD: 314725
Bluewater Wealth Management, LLC
SAN Diego, CA
8583825599
$33.1M Total AUM
$33.1M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-14-2021
- Office Locations
- 1
Office Locations
-- SAN Diego CA
About Bluewater Wealth Management, LLC
Bluewater Wealth Management, LLC is a SAN Diego-based RIA. The firm has been operating for 4 years. Managing $33.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
69 AVG AGE
$33.1M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Element element Frontier
Investment Themes
Vector Horizon Beacon
Investment Vehicles
Quantum horizon
Services
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Owner & Executives
HAL RICHARD SCHWEIGER
Chief Compliance Officer
- CRD
- #4547084
- Ownership
- 75% or more
(224) 526-6258
wave.ember@bridgecapital.com
in linkedin.com/in/signal-element
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,087,490 | -- |
| Non-Discretionary | $0 | -- |
| Total | $33,087,490 | -- |
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Separately Managed Accounts
Total SMA Asset: $33,087,490
Equity - OTC:
31.5% Corporate - Non-Investment Grade:
10.6% Equity - Exchange:
41.0% Cash:
16.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $2,568,384,257 | 31.5% |
| Corporate - Non-Investment Grade | $864,281,686 | 10.6% |
| Equity - Exchange | $3,342,976,335 | 41.0% |
| Cash | $1,377,958,538 | 16.9% |
| Total | $8,153,600,816 | 100.0% |