# Blue Ocean Wealth Management Blue Ocean Wealth Management is an other. ## Overview - **Organization type:** other - **Assets under management:** Undisclosed - **Website:** https://blueoceanwealth.com - **LinkedIn:** https://www.linkedin.com/company/joshua-ballard-a7b62a102 ## Regulatory record - **CRD number:** 284550 - **Registration status:** Registered - **Reports private funds:** No - **IAPD record:** https://adviserinfo.sec.gov/firm/summary/284550 ## About BLUE OCEAN WEALTH MANAGEMENT, LLC is a state-registered investment adviser in CLEARWATER, FL. The firm manages approximately $24 million in regulatory assets. It has 1 employee and 1 investment adviser. ## Questions ### What is Blue Ocean Wealth Management's investment strategy? There is no publicly available information describing Blue Ocean Wealth Management's specific investment strategy. The firm's name references 'blue ocean' business theory, but the extent to which this informs its actual capital deployment is unknown. No portfolio companies, deal-stage preferences, or asset-class exposures have been disclosed through public record. ### Who runs investment decisions at Blue Ocean Wealth Management? No named principals, investment committee members, or key decision-makers have been identified in public record for Blue Ocean Wealth Management, LLC. The firm's regulatory registration does not provide individual names that have been cross-verified through a verifiable website or professional platform. ### What is Blue Ocean Wealth Management's AUM? Blue Ocean Wealth Management has not publicly disclosed an assets-under-management figure through a company website, regulatory filing excerpt, or cited media report. Without a verifiable source, AUM cannot be estimated. ## Related profiles - [The L.T. Funds](https://altss.com/profile/the-lt-funds-sa) --- Last updated: 2026-06-03T20:00:00.000Z Canonical page: https://altss.com/profile/blue-ocean-wealth-management-llc Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology