Bluewater Wealth Advisors, LLC

Bluewater Wealth Advisors, LLC (CRD# 330078) is a financial advisory firm headquartered in Vestavia Hills, AL. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4553 Pine Tree Circle, Suite 220, Vestavia Hills, AL 35243
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

AL

Financial Advisors at Bluewater Wealth Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Samuel Harris, financial advisor Vestavia Hills AL
Samuel Harris
CRD#: 7872754
4553 Pine Tree Circle, Suite 220, Vestavia Hills, AL 35243

Samuel Harris (CRD# 7872754) is an Investment Advisor Representative working at Bluewater Wealth Advisors, LLC in Vestavia Hills, AL and has 1 year of experience in the finance industry.

2
Adam Kirklin, financial advisor Vestavia Hills AL
Adam W. Kirklin
CRD#: 5417829
4553 Pine Tree Circle, Suite 220, Vestavia Hills, AL 35243

Adam Kirklin (CRD# 5417829) is an Investment Advisor Representative working at Bluewater Wealth Advisors, LLC in Vestavia Hills, AL and has 1 year of experience in the finance industry.

3
Courtney Truss, financial advisor Vestavia Hills AL
Courtney N. Truss
CRD#: 7874018
4553 Pine Tree Circle, Suite 220, Vestavia Hills, AL 35243

Courtney Truss (CRD# 7874018) is an Investment Advisor Representative working at Bluewater Wealth Advisors, LLC in Vestavia Hills, AL and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals