Blue Ocean Wealth Management, LLC
Blue Ocean Wealth Management, LLC (CRD# 284550) is a financial advisory firm headquartered in Clearwater, FL. They manage $18,903,821 in 105 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management19MILLION
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Total Number of Accounts105ACCOUNTS
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Average Account Value$180,036
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL
Financial Advisors at Blue Ocean Wealth Management, LLC
1
Joshua Ballard (CRD# 5094224) is an Investment Advisor Representative working at Blue Ocean Wealth Management, LLC in Clearwater, FL and has over 17 years of experience in the finance industry.
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