Blue Wealth Inc.
- Regulatory AUM
- $145M
- Discretionary
- $145M
- Clients
- 324
- Avg AUM / client
- $448K
- Accounts
- 908
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 296 | $92.8M | 63.9% |
| High net worth individuals | 28 | $52.3M | 36.0% |
| Corporations and other businesses | Fewer than 5 clients | $61.1K | 0.04% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Evan Alexander Calott | Registered representative | May 2024 (2y) | ||
| Nathan Carey | Registered representative | May 2024 (2y) | ||
| Ronald Austin Powell | Registered representative | CFP | May 2024 (2y) | |
| Evan Robert Mc Coy | Registered representative | Jul 2025 (1y) | ||
| Briggs Powell Bouchillon | Registered representative | CFP | Aug 2025 (1y) | |
| Harrison Bertram Clark | Registered representative | Apr 2026 (0y) | ||
| Taylor Mc Shane Funke | Registered representative | May 2026 (0y) |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/26/2026 | 983 KB | 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
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Brokerage Services $145M (100% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Feb 26, 2026.
View current Form ADV (SEC/IAPD) ↗