BLUE OCEAN WEALTH MANAGEMENT, LLC

BLUE OCEAN WEALTH MANAGEMENT, LLC of CLEARWATER, FL is an SEC-registered investment adviser (CRD 284550). Regulatory assets under management: $23.7M.

Registration

• CRD: 284550
• Type: Registered investment adviser
• Location: 2454 N MCMULLEN BOOTH RD, CLEARWATER, FL, 33759
• Phone: 727-243-3030
• Latest filing: 2026-02-13
• Regulatory AUM: $23.7M
• Non-discretionary AUM: $23.7M
• Clients: 1
• Accounts: 139

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 284550 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search