Bluewater Wealth Advisors, LLC

Overview

Bluewater Wealth Advisors, LLC is an SEC registered investment adviser based in Vestavia, AL, registered since 2024. It reports $146M in assets under management across 90 accounts, with 3 employees. It has 3 investment adviser representatives.

Reported AUM

$146M

Discretionary

100%

Accounts

90

Average account

$1.6M

Employees

3

Advisory reps

3

Registered since

2024

Jurisdictions

1

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 3

• Adam Webster Kirklin Founder, Managing Partner CRD 5417829
• Samuel Harris II Founder, Managing Partner CRD 7872754
• Courtney Nicole Bascom Truss Chief Compliance Officer, Member CRD 7874018

Advisory reps 3 of 3

• Samuel Harris II Investment Adviser Rep CRD 7872754
• Adam Webster Kirklin Investment Adviser Rep CRD 5417829
• Courtney Nicole Bascom Truss Investment Adviser Rep CRD 7874018

Location

Headquarters

4553 Pine Tree Cir Ste 220
Vestavia, AL 35243

County

Jefferson

Metro area

Birmingham-Hoover, AL

Region

South

Registrations

• SEC registered
• Registered in 1 jurisdiction
• Website: bluewaterwa.com

Every state, with registration dates

Similar firms near Vestavia

• RFG Advisory, LLCVestavia, AL$8B AUM
• Sunburst Financial Group, LLCVestavia, AL$808M AUM
• Meld Financial, Inc.Vestavia, AL$776M AUM
• BCR Wealth StrategiesVestavia, AL$528M AUM
• Approach Retirement Advisors, LLCVestavia, AL$227M AUM