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 24 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 31 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 13 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 14 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 13 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.