BlueSky Wealth Advisors
BlueSky Wealth Advisors is a multi-family office headquartered in New Bern, United States. Founded in 1999 by entrepreneur and former U.S. Army officer David L.
BlueSky Wealth Advisors
BlueSky Wealth Advisors is a multi-family office headquartered in New Bern, United States. Founded in 1999 by entrepreneur and former U.S. Army officer David L. Blain, the firm originated from Blain’s personal investment gains and commitment to unbiased, fee-only advice. It provides financial planning, tax strategy, and discretionary asset management for affluent families, aligning long-term objectives with disciplined portfolio construction and transparent fiduciary oversight.
General information
Firm type
Multi Family Office
Year founded
1999
AUM
—
Location
Region
North America
Country
—
City
New Bern
Corporate office
28562, New Bern, North Carolina, US, 2131 S Glenburnie Rd, Suite 8
Frequently asked questions
What is BlueSky Wealth Advisors?
BlueSky Wealth Advisors is a multi family office headquartered in New Bern.
When was BlueSky Wealth Advisors founded?
BlueSky Wealth Advisors was founded in 1999.
Where is BlueSky Wealth Advisors headquartered?
BlueSky Wealth Advisors is headquartered in New Bern, in the North America region.
How many professionals work at BlueSky Wealth Advisors?
Altss tracks approximately 18 professionals associated with BlueSky Wealth Advisors.
What does Altss track for BlueSky Wealth Advisors?
Altss maintains an OSINT-verified profile of BlueSky Wealth Advisors covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is BlueSky Wealth Advisors's website?
BlueSky Wealth Advisors's public website is www.blueskywa.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is BlueSky Wealth Advisors?
BlueSky Wealth Advisors is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on BlueSky Wealth Advisors?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for BlueSky Wealth Advisors?
BlueSky Wealth Advisors's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
Get access to Altss to unlock details
Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
Get access to Altss to unlock details
Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
Get access to Altss to unlock details
Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
Get access to Altss to unlock details
Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
Get access to Altss to unlock details
Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: