RIA Intel›Advisers›Florida›BLUE OCEAN WEALTH MANAGEMENT, LLC

BLUE OCEAN WEALTH MANAGEMENT, LLC

Advisory

CLEARWATER, FL

Data as of Feb 13, 2026 · Source: SEC Form ADV

Rank in FL

#1,941

of 2,610 advisers by AUM

Average account

$171K

across 139 accounts

AUM per adviser

$24M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 13, 2026.

Total AUM

$24M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$24M

Discretionary AUM$0

Non-Discretionary AUM$24M

Discretionary %0%

Total Clients57

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

57 clients

2 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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