Bluewater Wealth Advisors
Financial Services • 
Vestavia Hills, Alabama, United States • 1-10 Employees
Company overview
| Headquarters | 4553 Pine Tree Circle, Suite 220, Vestavia Hills, Alabama 35243, US |
| Website | |
| NAICS | 52 |
| Keywords | Insurance Planning, Financial Services, Education Planning, Retirement Planning, Business Planning, Generational Planning, Investment Management, Family Planning, Trust & Estate Planning, Philanthropic Planning, Tax & Cash Flow Analysis |
| Founded | 2024 |
| Employees | 1-10 |
Key Contacts at Bluewater Wealth Advisors
Courtney Truss
Founder And Managing Partner
Adam W. Kirklin
Founder & Managing Partner
Bluewater Wealth Advisors Email Formats
Bluewater Wealth Advisors uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@bluewaterwa.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@bluewaterwa.com | 100% |
About Bluewater Wealth Advisors
Bluewater offers a full-scale approach to advisory services which include financial planning, consulting, and investment management services. Our approach is tailored to meet the needs of each individual client, or family, and it seeks to ensure client portfolios are managed in a manner consistent with those specific expectations and objectives. Our team consults with clients on a regular basis to assess their specific risk, time horizon, liquidity, and all other factors that impact financial well-being. For additional information about Bluewater Wealth Advisors, LLC and for the firm’s disclosures, please visit the firm’s website www.bluewaterwa.com.
Bluewater Wealth Advisors revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Bluewater Wealth Advisors has 2 employees across 1 departments.
Departments
Number of employees
Funding Data
Bluewater Wealth Advisors has never raised funding before.
Bluewater Wealth Advisors Tech Stack
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CanadaFrequently asked questions
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