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).

By the Numbers
  • Total Assets Under Management
    233
    MILLION
  • Total Number of Accounts
    939
    ACCOUNTS
  • Average Account Value
    $248,384
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
The map below shows states where this firm has explicit registration only.

AZ, CA, MI, NY, OR, TX, WA

Financial Advisors at Blue Water Wealth
Showing 1 - 9 of 9 top financial advisors.
1
Nancy L. Congdon
CRD#: 2136551
6600 Sw 92nd Avenue, Suite 100, Portland, OR 97223

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.

2
Linda C. Rutledge
CRD#: 4810277
6600 Sw 92nd Avenue, Suite 100, Portland, OR 97223

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.

3
Cherish A. Sutull
CRD#: 3084039
701 N 36th Street, Suite 310, Seattle, WA 98103

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.

4
Merlin Arbor
CRD#: 6464566
6600 Sw 92nd Avenue, Suite 100, Portland, OR 97223

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.

5
Jadyn C. Kerns-Funk
CRD#: 7270239
6600 Sw 92nd Avenue, Suite 100, Portland, OR 97223

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.

6
Martin D. Link
CRD#: 5148116
701 N 36th Street, #310, Seattle, WA 98103

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.

7
Kristen A. Rajotte
CRD#: 7614405
6600 Sw 92nd Avenue, Suite 100, Portland, OR 97223

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.

8
David M. Ream
CRD#: 5195897
701 N 36th Street, Suite 310, Seattle, WA 98103

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.

9
Pierson B. Zahn
CRD#: 7491410
6600 Sw 92nd Avenue, Suite 100, Portland, OR 97223

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.

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