# BLUEWATER WEALTH ADVISORS, LLC

BLUEWATER WEALTH ADVISORS, LLC of VESTAVIA HILLS, AL is an SEC-registered investment adviser.

## Registration

- CRD: 330078
- Type: SEC-registered investment adviser
- SEC file number: 801-129724
- Location: 4553 PINE TREE CIRCLE, SUITE 220, VESTAVIA HILLS, AL, 35243
- Phone: 205-305-6352
- Latest filing: 2026-03-23
- Regulatory AUM: $145.8M
- Discretionary AUM: $145.8M
- Clients: 3
- Accounts: 90

## Business model

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

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Adam Webster Kirklin | FOUNDER & MANAGING PARTNER; MANAGING MEMBER | — |
| Samuel Harris | FOUNDER & MANAGING PARTNER; MANAGING MEMBER | — |
| Courtney Nicole Bascom Truss | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | — |
| HARRIS JACOB SAMUEL | MANAGING MEMBER | — |
| KIRKLIN ADAM WEBSTER | MANAGING MEMBER | — |
| TRUSS COURTNEY NICOLE BASCOMB | CHIEF COMPLIANCE OFFICER AND MEMBER | — |
| TRUSS COURTNEY NICOLE BASCOM | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | — |


## Branch offices (6)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 205-305-6352 |
| — | — | 1 | 256-655-3212 |
| — | — | 1 | 205-999-4564 |
| — | — | 1 | 205-305-6352 |
| — | — | 1 | 256-655-3212 |
| — | — | 1 | 205-999-4564 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/330078/brochure
- Similar advisers: https://search.stillhousedata.com/firm/330078/similar
- Related entities: https://search.stillhousedata.com/firm/330078/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/330078

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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.