Bluesky Wealth Advisors, LLC

Bluesky Wealth Advisors, LLC (CRD# 116760) is a financial advisory firm headquartered in New Bern, NC. They manage $360,666,855 in 1,274 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    361
    MILLION
  • Total Number of Accounts
    1,274
    ACCOUNTS
  • Average Account Value
    $283,098
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
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, FL, GA, IL, LA, NC, TX, VA

Financial Advisors at Bluesky Wealth Advisors, LLC
Showing 1 - 7 of 7 top financial advisors.
1
David L. Blain
CRD#: 3174553
2131 S. Glenburnie Road, Suite 8, New Bern, NC 28562
96
Wealthminder
score

David Blain (CRD# 3174553) is an Investment Advisor Representative working at Bluesky Wealth Advisors, LLC in New Bern, NC and has over 17 years of experience in the finance industry.

2
John B. Gjertsen
CRD#: 5184962
2131 S. Glenburnie Road, Suite 8, New Bern, NC 28562
96
Wealthminder
score

John Gjertsen (CRD# 5184962) is an Investment Advisor Representative working at Bluesky Wealth Advisors, LLC in New Bern, NC and has over 9 years of experience in the finance industry. John Gjertsen 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
Madeline Valente
CRD#: 5497525
1811 Santa Rita Road Suite 211, Pleasanton, CA 94566
96
Wealthminder
score

Madeline Valente (CRD# 5497525) is an Investment Advisor Representative working at Bluesky Wealth Advisors, LLC in Pleasanton, CA and has over 10 years of experience in the finance industry. Madeline Valente 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
Richard G. Gross
CRD#: 5396588
1811 Santa Rita Road Suite 211, Pleasanton, CA 94566
93
Wealthminder
score

Richard Gross (CRD# 5396588) is an Investment Advisor Representative working at Bluesky Wealth Advisors, LLC in Pleasanton, CA and has over 9 years of experience in the finance industry.

5
Bronwyn Shone
CRD#: 4541321
1811 Santa Rita Road Suite 211, Pleasanton, CA 94566
93
Wealthminder
score

Bronwyn Shone (CRD# 4541321) is an Investment Advisor Representative working at Bluesky Wealth Advisors, LLC in Pleasanton, CA and has over 13 years of experience in the finance industry.

6
Nancy N. Coumou
CRD#: 6381602
1811 Santa Rita Rd, Suite 211, Pleasanton, CA 94566
91
Wealthminder
score

Nancy Coumou (CRD# 6381602) is an Investment Advisor Representative working at Bluesky Wealth Advisors, LLC in Pleasanton, CA and has over 2 years of experience in the finance industry. Nancy Coumou 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.

7
Yinyin Hung
CRD#: 5144713
5201 Great America Parkway, Suite 320, Santa Clara, CA 95054
90
Wealthminder
score

Yinyin Hung (CRD# 5144713) is an Investment Advisor Representative working at Bluesky Wealth Advisors, LLC in Santa Clara, CA and has 1 year of experience in the finance industry. Yinyin Hung 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.

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