# BLUE WATER FINANCIAL INVESTOR COACHING, LLC

BLUE WATER FINANCIAL INVESTOR COACHING, LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/bluewaterfinancialllc

## Regulatory record

- **CRD number:** 171285
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/171285

## About

BLUE WATER FINANCIAL INVESTOR COACHING, LLC is a state-registered investment adviser in EASTON, PA. The firm manages approximately $65 million in regulatory assets. Itprivately employs 1 employee and 1 investment adviser.

## Sectors

- Financial Services
- Wealth Management
- Real Estate

## Questions

### Who runs investment decisions at BLUE WATER FINANCIAL INVESTOR COACHING, LLC?

Investment decisions are directed by the firm's founding principal, whose identity is not publicly disclosed. The firm relies on a small internal team to evaluate coaching engagements and co-investment opportunities. No external CIO or advisory committee has been named in public records.

### How does BLUE WATER FINANCIAL INVESTOR COACHING, LLC source proprietary deal flow?

The firm sources deal flow primarily through its network of high-net-worth clients and coaching relationships. This network generates direct opportunities in real estate and private equity, often structured as club deals. The firm does not appear to use third-party placement agents for sourcing.

### Does BLUE WATER FINANCIAL INVESTOR COACHING, LLC participate in fund commitments or only direct deals?

The firm primarily engages in direct deals and co-investments, particularly in real estate and private equity. It has not been publicly observed committing capital to external funds. Its coaching model emphasizes direct ownership and education over fund-based allocations.

## Related profiles

- [Summit Financial Wealth Advisors](https://altss.com/profile/summit-financial-wealth-advisors)
- [Opus Private Wealth Group](https://altss.com/profile/opus-private-wealth-group-llc)

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Last updated: 2026-07-06T01:24:12.630Z

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