Bluesky Wealth Advisors, Llc
- Regulatory AUM
- $1.0B
- Discretionary
- $1.0B
- Clients
- 351
- Avg AUM / client
- $2.9M
- Accounts
- 1,716
- Employees
- 14
AUM over time
Annual snapshots from Form ADV filings · as of Mar 02, 2026
Investments (13F portfolio — 115 positions, $776,520,393)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | US LRG CAP ETF | $125,276,413 | 4,885,976 | 16.1% | 12.5% |
| 2 | Vanguard Scottsdale Fds | INTER TERM TREAS | $46,531,477 | 781,385 | 5.99% | 4.63% |
| 3 | Schwab Strategic Tr | US TIPS ETF | $40,372,883 | 1,517,207 | 5.2% | 4.02% |
| 4 | Schwab Strategic Tr | INTL EQTY ETF | $38,681,696 | 1,562,897 | 4.98% | 3.85% |
| 5 | Vanguard Index Fds | VALUE ETF | $36,868,280 | 187,912 | 4.75% | 3.67% |
| 6 | Vanguard Scottsdale Fds | SHRT TRM CORP BD | $35,041,919 | 442,058 | 4.51% | 3.49% |
| 7 | Schwab Strategic Tr | US SML CAP ETF | $30,218,026 | 1,039,134 | 3.89% | 3.01% |
| 8 | Vanguard Whitehall Fds | EM MK GOV BD ETF | $26,701,485 | 406,477 | 3.44% | 2.66% |
| 9 | Vanguard Index Fds | LARGE CAP ETF | $24,146,183 | 80,797 | 3.11% | 2.4% |
| 10 | Schwab Strategic Tr | EMRG MKTEQ ETF | $20,717,362 | 628,752 | 2.67% | 2.06% |
| 11 | Dimensional Etf Trust | EMGR CRE EQT MNG | $20,057,343 | 592,361 | 2.58% | 2.0% |
| 12 | Vanguard Scottsdale Fds | INT-TERM CORP | $20,047,015 | 242,260 | 2.58% | 2.0% |
| 13 | Vanguard Charlotte Fds | TOTAL INT BD ETF | $18,936,361 | 394,097 | 2.44% | 1.89% |
| 14 | Dimensional Etf Trust | US TARGETED VLU | $18,391,624 | 294,502 | 2.37% | 1.83% |
| 15 | Ishares Tr | 0-5YR HI YL CP | $17,683,888 | 417,960 | 2.28% | 1.76% |
| 16 | Dimensional Etf Trust | WORLD EX US CORE | $16,466,720 | 484,743 | 2.12% | 1.64% |
| 17 | Ishares Tr | MBS ETF | $15,718,498 | 165,545 | 2.02% | 1.56% |
| 18 | Dimensional Etf Trust | INTERNATNAL VAL | $15,700,203 | 297,465 | 2.02% | 1.56% |
| 19 | Vanguard Intl Equity Index F | FTSE SMCAP ETF | $14,626,236 | 100,324 | 1.88% | 1.46% |
| 20 | Schwab Strategic Tr | FUNDAMENTAL INTL | $13,769,685 | 281,416 | 1.77% | 1.37% |
| 21 | Nvidia Corporation | COM | $13,036,007 | 74,748 | 1.68% | 1.3% |
| 22 | Ishares Tr | TIPS BD ETF | $11,517,124 | 104,360 | 1.48% | 1.15% |
| 23 | Vanguard Index Fds | SMALL CP ETF | $10,516,874 | 40,153 | 1.35% | 1.05% |
| 24 | Ishares Tr | ISHS 1-5YR INVS | $9,511,626 | 180,967 | 1.22% | 0.95% |
| 25 | Vanguard Intl Equity Index F | FTSE EMR MKT ETF | $9,264,451 | 171,405 | 1.19% | 0.92% |
Top 25 of 115 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 102 | $55.5M | 5.52% |
| High net worth individuals | 248 | $948M | 94.4% |
| Corporations and other businesses | 1 | $574K | 0.06% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Coastal Carolina Health Care, P.A. Ees' 401(k) Savings & Profit Sharing Plan Coastal Carolina Health Care, P.A. | 2024 |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Laurence Blain | Managing Member/Chief Compliance Officer | CFA | Jan 1999 (28y) | 50% – 75% of Bluesky Management Team Llc (indirect) |
| Blain, Caroline, Wight | Owner | Jan 2023 (4y) | 50% – 75% of Bluesky Management Team Llc (indirect) | |
| Madeline Valente | Registered representative | CFP | Sep 2013 (13y) | |
| Ayasha Jones | Registered representative | May 2018 (8y) | ||
| John Benjamin Gjertsen | Registered representative | CFP CFA | Sep 2018 (8y) | |
| Christie Lynn Bonacci | Registered representative | Personal Financial Specialist | May 2020 (6y) | |
| Caroline Jones | Registered representative | CFP | Jan 2021 (6y) | |
| Molly Sutz | Registered representative | CFP | Jan 2022 (5y) | |
| Tara Lorraine Hughes | Registered representative | Personal Financial Specialist | Jul 2022 (4y) | |
| John A. Staton | Registered representative | CFP | Jan 2024 (3y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bluesky Wa Holdings, Llc | Owner | Jan 2023 | A | 75% or more |
| Bluesky Management Team Llc | Owner | Jan 2023 | B | GP / trustee / elected manager of Bluesky Wa Holdings, Llc (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Coastal Carolina Health Care, P.A. Ees' 401(k) Savings & Profit Sharing Plan | Coastal Carolina Health Care, P.A. | 532 | $71.8M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/02/2026 | 1.16 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $901M (90% of AUM) Mar 2026
- Fidelity Investments Institutional Services Company, Inc. $94.0M (22% of AUM) Mar 2019
- Fidelity Distributors Company Llc $94.0M (22% of AUM) Feb 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 02, 2026.
View current Form ADV (SEC/IAPD) ↗