Great Blue Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary investment management and financial planning services to individuals, high-net-worth individuals, trusts, estates, and businesses. It constructs customized portfolios for clients and offers ongoing monitoring and consulting as part of its advisory engagement.
GBW generally employs a long-term, fundamentally driven approach and emphasizes diversified allocations built primarily with exchange-traded funds while also using mutual funds, individual securities, bonds, options and cash instruments as needed. The firm discloses that it may offer a performance‑based fee option to qualified clients—an arrangement that is uncommon among independent, solo-advisor firms.
Noteworthy aspects include that the firm was newly formed and registered in 2025 and, as of its most recent filing, reported no client assets under management. The managing principal also maintains a substantial external consulting role in healthcare consulting that the brochure discloses consumes most of their time, and the firm has an institutional relationship with its custodian that provides software and platform support.
Client services
Expertise
Fee options
$0 - $249,999: 0.90% $250,000 - $499,999: 0.80% $500,000 - $749,999: 0.70% $750,000 - $999,999: 0.60% $1,000,000 - $1,249,999: 0.50% $1,250,000+: 0.40%
Financial planning services hourly rate ranging from $49 to $99 per hour, depending on complexity and other factors
Performance fee of 10% to 15% of gains annually for Qualified Clients (minimum $1,000,000 managed or $2,000,000 net worth), calculated on gains above high-water mark
Account minimum: $25,000 Fee-only: Hourly financial planning fees ranging from $49 to $99 per hour, negotiable and may be waived at Advisor's discretion
Main office
Chesapeake VA
Advisors at this office
1
Most active in
Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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