Blue Water Wealth

Blue Water Wealth (CRD# 164432) is a financial advisory firm headquartered in Portland, OR. They manage $79,000,000 in 155 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    79
    MILLION
  • Total Number of Accounts
    155
    ACCOUNTS
  • Average Account Value
    $509,677
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, OR, TX, WA

Financial Advisors at Blue Water Wealth
Showing 1 - 5 of 5 top financial advisors.
1
Nancy L. Congdon
CRD#: 2136551
9755 Southwest Barnes Road, Suite 610, Portland, OR 97225
96
Wealthminder
score

Nancy Congdon (CRD# 2136551) is an Investment Advisor Representative working at Blue Water Wealth in Portland, OR and has over 23 years of experience in the finance industry. Nancy Congdon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jessica N. Greenway
CRD#: 1491367
605 1st Avenue, Suite 505, Seattle, WA 98104
96
Wealthminder
score

Jessica Greenway (CRD# 1491367) is an Investment Advisor Representative working at Blue Water Wealth in Seattle, WA and has over 30 years of experience in the finance industry. Jessica Greenway has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Linda C. Rutledge
CRD#: 4810277
9755 Sw Barnes Road, Suite 610, Portland, OR 97225
96
Wealthminder
score

Linda Rutledge (CRD# 4810277) is an Investment Advisor Representative working at Blue Water Wealth in Portland, OR and has over 12 years of experience in the finance industry. Linda Rutledge has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Amy G. Walls
CRD#: 4638698
9755 Sw Barnes Road, Suite 610, Portland, OR 97225
96
Wealthminder
score

Amy Walls (CRD# 4638698) is an Investment Advisor Representative working at Blue Water Wealth in Portland, OR and has over 13 years of experience in the finance industry. Amy Walls has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Gabriella A. Richard
CRD#: 4837806
9755 Southwest Barnes Road, Suite 610, Portland, OR 97225
93
Wealthminder
score

Gabriella Richard (CRD# 4837806) is an Investment Advisor Representative working at Blue Water Wealth in Portland, OR and has over 12 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.