Blue Water Wealth
Blue Water Wealth (CRD# 164432) is a financial advisory firm headquartered in Portland, OR. They manage $233,232,890 in 939 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management233MILLION
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Total Number of Accounts939ACCOUNTS
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Average Account Value$248,384
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, MI, NY, OR, TX, WA
Nancy Congdon (CRD# 2136551) is an Investment Advisor Representative working at Blue Water Wealth in Portland, OR and has over 31 years of experience in the finance industry.
Linda Rutledge (CRD# 4810277) is an Investment Advisor Representative working at Blue Water Wealth in Portland, OR and has over 19 years of experience in the finance industry.
Cherish Sutull (CRD# 3084039) is an Investment Advisor Representative working at Blue Water Wealth in Seattle, WA and has over 25 years of experience in the finance industry.
Merlin Arbor (CRD# 6464566) is an Investment Advisor Representative working at Blue Water Wealth in Portland, OR and has over 4 years of experience in the finance industry.
Jadyn Kerns-Funk (CRD# 7270239) is an Investment Advisor Representative working at Blue Water Wealth in Portland, OR and has over 3 years of experience in the finance industry.
Martin Link (CRD# 5148116) is an Investment Advisor Representative working at Blue Water Wealth in Seattle, WA and has 1 year of experience in the finance industry.
Kristen Rajotte (CRD# 7614405) is an Investment Advisor Representative working at Blue Water Wealth in Portland, OR and has 1 year of experience in the finance industry.
David Ream (CRD# 5195897) is an Investment Advisor Representative working at Blue Water Wealth in Seattle, WA and has over 17 years of experience in the finance industry.
Pierson Zahn (CRD# 7491410) is an Investment Advisor Representative working at Blue Water Wealth in Portland, OR and has 1 year of experience in the finance industry.