Bluewater Financial, Inc.

Bluewater Financial, Inc. (CRD# 155063) is a financial advisory firm headquartered in Medford, OR. They manage $14,700,000 in 127 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    127
    ACCOUNTS
  • Average Account Value
    $115,748
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • 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

Financial Advisors at Bluewater Financial, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Bart A. Lewellyn
CRD#: 2668669
714 Cardley Avenue, Medford, OR 97504
93
Wealthminder
score

Bart Lewellyn (CRD# 2668669) is an Investment Advisor Representative working at Bluewater Financial, Inc. in Medford, OR and has over 22 years of experience in the finance industry.

2
Alex D. Lewellyn
CRD#: 6031938
714 Cardley Avenue, Medford, OR 97504
88
Wealthminder
score

Alex Lewellyn (CRD# 6031938) is an Investment Advisor Representative working at Bluewater Financial, Inc. in Medford, OR and has over 3 years of experience in the finance industry.

3
Joseph W. Forrest
CRD#: 6521599
714 Cardley Avenue, Medford, OR 97504
87
Wealthminder
score

Joseph Forrest (CRD# 6521599) is an Investment Advisor Representative working at Bluewater Financial, Inc. in Medford, OR and has over 2 years of experience in the finance industry.

4
Logan J. Sheehan
CRD#: 6521598
714 Cardley Avenue, Medford, OR 97504
87
Wealthminder
score

Logan Sheehan (CRD# 6521598) is an Investment Advisor Representative working at Bluewater Financial, Inc. in Medford, OR and has over 2 years of experience in the finance industry.

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