Denver, CO Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Blue Water Wealth
Team
Firm-wide stats for Blue Water Wealth
About
Blue Water Wealth works with individual and high‑net‑worth clients, providing comprehensive financial planning and ongoing discretionary portfolio management through its Coordinated Asset Management Program (CAMP). The 11‑advisor team manages roughly $473 million in discretionary assets and also provides one‑time planning projects and consulting on retirement plan assets.
The firm integrates Sustainable, Responsible & Impact (SRI/ESG) criteria into investment selection and combines ESG screening with fundamental, technical, and asset‑allocation analysis to construct portfolios of individual securities, mutual funds, and ETFs. CAMP accounts are managed on a discretionary basis, tailored to each client’s goals and risk profile, with ongoing monitoring and at least annual formal reviews.
Distinctive operational features include the firm’s public promotion of third‑party ratings and its explicit custodial relationship that requires CAMP clients to use Charles Schwab, through which the firm accesses institutional support services. Blue Water Wealth also discloses the use of third‑party AI‑based notetaking for client meetings (with an opt‑out option) and states it may negotiate fee arrangements on a client‑by‑client basis.
Based on Blue Water Wealth
Location
Denver CO
Advisors at this office
1
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