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Blue Water Capital Management LLC Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Blue Water Capital Management LLC is an independent, fee-only registered investment advisory firm based in San Diego, California. The firm provides financial planning and investment management services, with portfolios designed to be globally diversified, low-cost, and tax-efficient, drawing on established theories and research to form an investment plan. Its clients are individuals seeking help in defining, pursuing, and achieving financial goals, supported by a focus on helping them lead more financially secure lives. In the financial services industry, Blue Water positions itself as a fiduciary advisor offering comprehensive planning and portfolio management, grounded in a disciplined, research-based approach. A recent development noted in industry news is that Blue Water was acquired by Perigon Wealth Management, a detail reflecting its place within a broader national advisory network.

Find Blue Water Capital Management LLC employees' phone numbers or email addresses

Blue Water Capital Management LLC Global Highlights

Location
Employees

North America
3

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  • United States Of America
    3

Blue Water Capital Management LLC's Leadership

  • Stylized image of a person
    T. W.
    Chief Operating Officer
    Mobile Phone
  • Stylized image of a person
    D. H.
    Financial Advisor
    Mobile Phone

Blue Water Capital Management LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Blue Water Capital Management LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    T. W.
    Chief Operating Officer
    Mobile Phone
    Hong KongHong Kong
    Jun 26, 2026
  • Stylized image of a person
    D. H.
    Financial Advisor
    Mobile Phone
    Aug 02, 2026

Frequently Asked Questions

What is Blue Water Capital Management LLC known for?

Minus sign iconPlus sign iconBlue Water Capital Management LLC was founded in 2003 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-858-552-****
. Explore Blue Water Capital Management LLC's company overview page for more information.

What is Blue Water Capital Management LLC's most common email format?

Minus sign iconPlus sign iconBlue Water Capital Management LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Blue Water Capital Management LLC email formats with LeadIQ.

How many employees does Blue Water Capital Management LLC have currently?

Minus sign iconPlus sign iconBlue Water Capital Management LLC has approximately 5 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Blue Water Capital Management LLC's key employees and leadership?

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As of July 2026, Blue Water Capital Management LLC's key employees include:

  • Chief Operating Officer: T. W.
  • Financial Advisor: D. H.

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