Blue Water Wealth

Finance · Oregon, United States · 11-50 Employees

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Overview

Headquarters

6600 SW 92nd Ave Ste 100, Portland, Oreg...

Phone Number

(503) 296-8700

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Blue Water Wealth

Blue Water Wealth is a woman-owned financial planning and Sustainable, Responsible & Impact (SRI) investment firm. They provide services in financial planning and wealth management, focusing on aligning clients' financial goals with their values. The firm is dedicated to making a meaningful impact by investing only in companies that contribute positively to the future. Their target clients are individuals seeking to achieve financial success without compromising their ethical values.Explore more
Blue Water Wealth's Social MediaPopular SearchesBlue Water Wealth IncBlue Water WealthBluewaterwealth ComSIC Code 62,628NAICS Code 52,523Show more

Blue Water Wealth Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Blue Water Wealth

<$5M
11-50
Private
-
2012
NC
Nancy CongdonPresident & Founder
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
<$5M
11-50
Private
<$5M
2016
AH
Alisha HollandVice President and Financial Advisor
<$5M
1-10
Private
-
2013
EY
Emily YorkManager, Client Services
<$5M
1-10
Private
-
2011
MK
Maureen KimballSenior Vice President, Senior Wealth Manager
<$5M
1-10
Private
-
2005
TC
Timothy ChenManager, Wealth Registered Investment & Advisor
<$5M
1-10
Private
-
1983
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Company Profile Activity

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Activity Insights

Blue Water Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Blue Water Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Blue Water Wealth.

Blue Water Wealth Tech Stack

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Frequently Asked Questions Regarding Blue Water Wealth

What is Blue Water Wealth's official website?
Blue Water Wealth's official website is www.bluewaterwealth.com
What is Blue Water Wealth's Revenue?
Blue Water Wealth's revenue is <$5 Million
What is Blue Water Wealth's SIC code?
Blue Water Wealth's SIC: 62,628
What is Blue Water Wealth's NAICS code?
Blue Water Wealth's NAICS: 52,523
How many employees does Blue Water Wealth have?
Blue Water Wealth has 11-50 employees
What industry does Blue Water Wealth belong to?
Blue Water Wealth is in the industry of: Finance, Securities Trading
What is Blue Water Wealth competition?
Blue Water Wealth top competitors include: Bay Harbor Wealth Management, Anchor Wealth Management, Goodrich and Associates, Sterling Total Wealth Solutions
What technology does Blue Water Wealth use?
Some of the popular technologies that Blue Water Wealth uses are: WordPress.org, PHP, Cloudflare Website Optimization, Google Tag Manager
How do I contact Blue Water Wealth?
Blue Water Wealth contact info: Phone number: (503) 296-8700 Website: www.bluewaterwealth.com
What does Blue Water Wealth do?

Blue Water Wealth is a woman-owned financial planning and Sustainable, Responsible & Impact (SRI) investment firm. They provide services in financial planning and wealth management, focusing on aligning clients' financial goals with their values. The firm is dedicated to making a meaningful impact by investing only in companies that contribute posi... tively to the future. Their target clients are individuals seeking to achieve financial success without compromising their ethical values.Read More

What are Blue Water Wealth social media links?
Blue Water Wealth Linkedin page Blue Water Wealth Facebook page
Is Blue Water Wealth a public company?
Blue Water Wealth is private company therefore does not currently have an official ticker symbol
See more information about Blue Water Wealth

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