BLUEVINE ADVICE

BLUEVINE ADVICE of KANSAS CITY, MO is an SEC-registered investment adviser (CRD 311530). Regulatory assets under management: $5.4M.

Registration

• CRD: 311530
• Type: Registered investment adviser
• Location: 800 E. 101ST TERRACE, KANSAS CITY, MO, 64131
• Phone: 816-652-2352
• Latest filing: 2026-03-20
• Regulatory AUM: $5.4M
• Discretionary AUM: $5.4M
• Clients: 1
• Accounts: 41

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311530 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search