BLUE WATER WEALTH, INC. of PORTLAND, OR is an SEC-registered investment adviser (CRD 164432). Regulatory assets under management: $472.8M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Nancy Lynn Congdon | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| CONGDON NANCY LYNN | PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| COX GABRIELLA ALANA | CHIEF COMPLIANCE OFFICER | — |
| RICHARD GABRIELLA ALANA | CHIEF COMPLIANCE OFFICER | — |
| Jadyn Custis Kerns-Funk | DIRECTOR OF OPERATIONS | — |