# BLUE WATER WEALTH, INC.

BLUE WATER WEALTH, INC. of PORTLAND, OR is an SEC-registered investment adviser.

## Registration

- CRD: 164432
- Type: SEC-registered investment adviser
- SEC file number: 801-112810
- Location: 500 SW 116TH AVENUE, PORTLAND, OR, 97225
- Phone: 503-296-8700
- Latest filing: 2026-07-01
- Regulatory AUM: $472.8M
- Discretionary AUM: $472.8M
- Clients: 15
- Accounts: 1,206

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (5)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/164432/brochure
- Similar advisers: https://search.stillhousedata.com/firm/164432/similar
- Related entities: https://search.stillhousedata.com/firm/164432/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/164432

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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.