RIA Intel›Advisers›Minnesota›BLUE WATER FINANCIAL TECHNOLOGIES LLC

BLUE WATER FINANCIAL TECHNOLOGIES LLC

Advisory

N·DEEPHAVEN, MN

Data as of Mar 14, 2024 · Source: SEC Form ADV

Total AUM
$6.6B
1-Year AUM Growth
-1.0%
3-Year CAGR
+71.8%
Employees
4
Assets Under Management
Total AUM$6.6B
Discretionary AUM$0
Non-Discretionary AUM$6.6B
Discretionary %0%
Total Clients—
Team
Total Employees4
Investment Advisers7
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record19
First FilingOct 29, 2018
Latest FilingMar 14, 2024
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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