BLUE WATER FINANCIAL INVESTOR COACHING, LLC

BLUE WATER FINANCIAL INVESTOR COACHING, LLC of EASTON, PA is an SEC-registered investment adviser (CRD 171285). Regulatory assets under management: $65.2M.

Registration

• CRD: 171285
• Type: Registered investment adviser
• Location: 400 S GREENWOOD AVE, EASTON, PA, 18045
• Phone: 610-438-0988
• Latest filing: 2026-06-23
• Regulatory AUM: $65.2M
• Non-discretionary AUM: $65.2M
• Clients: 1
• Accounts: 351

Business model

Compensation: % of AUM.

Clients served: High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 171285 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search