# BLUEWATER FINANCIAL, INC.

BLUEWATER FINANCIAL, INC. of MEDFORD, OR is an SEC-registered investment adviser.

## Registration

- CRD: 155063
- Type: SEC-registered investment adviser
- SEC file number: 801-71829
- Location: 714 CARDLEY AVE, MEDFORD, OR, 95704
- Phone: 541-772-1380
- Latest filing: 2011-03-24
- Regulatory AUM: $8.0M
- Discretionary AUM: $8.0M
- Clients: 1
- Accounts: 120

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| LEWELLYN BART ANTHONY | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/155063/brochure
- Similar advisers: https://search.stillhousedata.com/firm/155063/similar
- Related entities: https://search.stillhousedata.com/firm/155063/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/155063

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.