Blue Water Wealth
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 164432
- SEC number
- 801-112810
- Firm type
- RIA
- Assets under management
- $472.8M as of Mar 2, 2026
- Website
- www.bluewaterwealth.com ↗
- Phone
- 503-296-8700
- Address
- 500 Sw 116th Avenue, Portland, OR, 97225
Advisors at this firm
11 in our index · page 1 of 1
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Merlin ArborCRD 6464566 · Portland, ORIA RegisteredRegistration inactive
-
Nancy Lynn CongdonCRD 2136551 · Portland, ORIA RegisteredRegistration inactive
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Jada Christine FouchCRD 8167853 · Portland, ORIA Registered
-
Jadyn Custis Kerns-FunkCRD 7270239 · Portland, ORIA Registered
-
Martin Daniel LinkCRD 5148116 · Seattle, WAIA Registered
-
Jordan Seth NeyCRD 6870300 · Denver, COIA RegisteredRegistration inactive
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David Michael ReamCRD 5195897 · Seattle, WAIA RegisteredRegistration inactive
-
Kristen Alana RajotteCRD 7614405 · Portland, ORIA Registered
-
Rebecca Lin SemperCRD 2236608 · Portland, ORIA RegisteredRegistration inactive
-
Kristine Jean StawinskiCRD 4681219 · Portland, ORIA RegisteredRegistration inactive
-
Cherish Annhee SutullCRD 3084039 · Seattle, WAIA Registered
1–11 of 11
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 164432 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.