BLUEWATER WEALTH ADVISORS, LLC of VESTAVIA HILLS, AL is an SEC-registered investment adviser (CRD 330078). Regulatory assets under management: $145.8M.
Compensation: % of AUM, Fixed.
Clients served: High net worth, Pooled vehicles, Charities.
| 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 | — |
| 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 |