RIA Intel›Advisers›Pennsylvania›BLUE WATER FINANCIAL INVESTOR COACHING, LLC

BLUE WATER FINANCIAL INVESTOR COACHING, LLC

Advisory

EASTON, PA

Data as of Jun 23, 2026 · Source: SEC Form ADV

Rank in PA
#979
of 1,528 advisers by AUM
Average account
$186K
across 351 accounts
AUM per adviser
$65M
1 advisers

Source: SEC Form ADV. Figures as filed Jun 23, 2026.

Total AUM
$65M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$65M
Discretionary AUM$0
Non-Discretionary AUM$65M
Discretionary %0%
Total Clients173
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates In8 states
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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