# Blue Water Wealth

Blue Water Wealth is a Bank / Wealth / Trust based in Portland, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Portland, United States
- **Region:** North America
- **Address:** Portland, OR, United States
- **Founded:** 2012
- **Assets under management:** 317 (Altss estimate)
- **Website:** bluewaterwealth.com
- **LinkedIn:** https://www.linkedin.com/company/blue-water-wealth-inc-

## Regulatory record

- **CRD number:** 164432
- **SEC file number:** 801-112810
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/164432

## About

Blue Water Wealth was established in 2012 as a wealth manager and registered investment adviser. The firm serves individuals and high-net-worth clients from Portland, Oregon. Services center on investment advisory, financial planning, portfolio management, and estate planning. No specific asset-class allocations, named holdings, or geographic deployment details appear in available records. Team size, additional offices, and adjacent vehicles remain undisclosed. No operational events from the past 24 months are documented. The firm operates without disclosed family-office structure, co-investment programs, or succession details.

## Questions

### Who runs investment decisions at Blue Water Wealth?

No named principals or CIO appear in public records.

### Does Blue Water Wealth participate in fund commitments or only direct deals?

The firm provides advisory services; no fund commitments or direct deals are disclosed.

### What investment stages does Blue Water Wealth typically target?

No stage preferences are stated in available sources.

## Related profiles

- [Cibrius](https://altss.com/profile/cibrius)
- [Optivest Wealth Management](https://altss.com/profile/optivest-wealth-management)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/blue-water-wealth

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology