Investment adviser · CRD 330324
BLUE FINANCIAL
Investment adviser filing (IA)
BLUE WEALTH INC.
CHARLOTTE, NC, United States · Form ADV filed Feb 26, 2026
- Regulatory AUM
- $145M Form ADV · Item 5.F
- Client accounts
- 908 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 296 | $92,770,152 | 63.9% |
| High-net-worth individuals | 28 | $52,315,051 | 36.0% |
| Corporations & businesses | Fewer than 5 | $61,145 | 0.0% |
Filing source
Form ADV 2060187 · Feb 26, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 26, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets
Principal office
5970 FAIRVIEW ROAD, SUITE 400CHARLOTTE, NC, 28210, United States
CRD 330324
Filing source
Form ADV 2060187 · Feb 26, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.