BLUE WEALTH INC.

BLUE WEALTH INC. of CHARLOTTE, NC is an SEC-registered investment adviser (CRD 330324). Regulatory assets under management: $145.1M.

Registration

• CRD: 330324
• SEC file number: 801-132547
• Type: Registered investment adviser
• Location: 5970 FAIRVIEW ROAD, SUITE 400, CHARLOTTE, NC, 28210
• Phone: 7043021141
• Latest filing: 2026-02-26
• Regulatory AUM: $145.1M
• Discretionary AUM: $145.1M
• Clients: 11
• Accounts: 908

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 330324 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search