What departments does Blue Water Wealth, Inc. have?

Blue Water Wealth, Inc. has employees across 1 departments including Program & Project Management.

What is the largest department at Blue Water Wealth, Inc.?

The largest department at Blue Water Wealth, Inc. is Program & Project Management with 1 employees.

Where are Blue Water Wealth, Inc. employees located globally?

Blue Water Wealth, Inc. has employees across 1 continents and 1 countries including United States Of America.

How has Blue Water Wealth, Inc.'s team size changed over time?

Blue Water Wealth, Inc.'s team has grown from approximately 18 to 20 employees based on available data.

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Blue Water Wealth, Inc. Employee Directory

Financial ServicesOregon, United States0-1 Employees

Blue Water Wealth, Inc. is a financial services firm based in Portland, Oregon. It offers a combination of comprehensive financial planning and a coordinated asset management program to guide clients’ day-to-day decisions within a broader wealth strategy. The firm organizes its advisory work around lead advisors who are supported by a team that includes a client service manager, an investment operations specialist, and a financial planning and insurance specialist. This structure is designed to provide consistent accessibility and informed advice to clients.

The client base is positioned as individuals seeking holistic, tailored wealth management and decision support. The company emphasizes an integrated, team-based service model intended to deliver timely responses and continuity in client interactions.

Blue Water Wealth, Inc. Global Highlights

North America
30

United States Of America
30

Blue Water Wealth, Inc.'s Leadership

M. A.
Portfolio Manager
Mobile Phone
Email
K. R.
Client Service Associate
Mobile Phone
Email

Blue Water Wealth, Inc. Employee Metrics

100%

50%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Blue Water Wealth, Inc.

Name

Title

Contact

Location

Last Update

M. A.
Portfolio Manager
Mobile Phone
Email
Jun 08, 2026
K. R.
Client Service Associate
Mobile Phone
Email
Jun 08, 2026

Frequently Asked Questions

What is Blue Water Wealth, Inc. known for?

Blue Water Wealth, Inc. operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-503-296-****

. Explore Blue Water Wealth, Inc.'s company overview page for more information.

What is Blue Water Wealth, Inc.'s most common email format?

Blue Water Wealth, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Blue Water Wealth, Inc. email formats with LeadIQ.

How many employees does Blue Water Wealth, Inc. have currently?

Blue Water Wealth, Inc. has approximately 1 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Blue Water Wealth, Inc.'s key employees and leadership?

As of July 2026, Blue Water Wealth, Inc.'s key employees include:

Portfolio Manager: M. A.
Client Service Associate: K. R.

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Blue Water Wealth, Inc. Employee Directory

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