BlueSky Wealth

Finance · North Carolina, United States · 11-50 Employees

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Overview

Headquarters

2131 S Glenburnie Rd Ste 8, New Bern, No...

Phone Number

(252) 633-0107

Revenue

<$5 Million

Industry

Finance Securities Trading

About BlueSky Wealth

Established in 1999. Provide holistic wealth planning in a flat, fee-only, fiduciary model. David Blain founded BlueSky Wealth Advisors, a fee-only, independent Registered Investment Advisor (RIA) in 1999. He is primarily responsible for defining the overall firm policies, strategy, and goals. He also formulates advanced financial planning and complex tax strategies for clients, and is responsible for setting the firm wide investment strategy. Today, BlueSky Wealth Advisors continues to thrive, finding new and innovative ways of bringing fee-only financial services to successful individuals and families all over the world. This success is fueled by the commitment the company has to helping the company's clients improve their lives through the application of financial planning and investment strategies while addressing the unique circumstances and goals of each individual and family the company proudly serve.Explore more
BlueSky Wealth's Social MediaSIC Code 62,628NAICS Code 52,523Show more

BlueSky Wealth Org Chart

PhoneEmail
CB
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Head of Advisory

PhoneEmail
AJ
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Director, Operations

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PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

BlueSky Wealth

<$5M
11-50
Private
<$5M
1999
CB
Christie BonacciHead of Advisory
$8.6M
11-50
Private
-
2010
Gordon Menard, Founding Partner at Sterling Total Wealth Solutions
Gordon MenardFounding Partner
<$5M
1-10
Private
-
1983
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
Illustration of an envelope

BlueSky Wealth Tech Stack

A closer look at the technologies used by BlueSky Wealth

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Frequently Asked Questions Regarding BlueSky Wealth

What is BlueSky Wealth's official website?
BlueSky Wealth's official website is www.blueskywa.com
What is BlueSky Wealth's Revenue?
BlueSky Wealth's revenue is <$5 Million
What is BlueSky Wealth's SIC code?
BlueSky Wealth's SIC: 62,628
What is BlueSky Wealth's NAICS code?
BlueSky Wealth's NAICS: 52,523
How many employees does BlueSky Wealth have?
BlueSky Wealth has 11-50 employees
What industry does BlueSky Wealth belong to?
BlueSky Wealth is in the industry of: Finance, Securities Trading
What is BlueSky Wealth competition?
BlueSky Wealth top competitors include: Sterling Total Wealth Solutions, HSC Wealth Advisors, Covenant Wealth Advisors, Ratcliff Financial Services
What companies has BlueSky Wealth acquired?
BlueSky Wealth has acquired the companies: Dhk Financial Advisors, lifestreamfinancial.com, Pleasanton Financial Advisors, Cullen Investment Group
What technology does BlueSky Wealth use?
Some of the popular technologies that BlueSky Wealth uses are: WordPress.org, PHP, Cloudflare Website Optimization, HubSpot
How do I contact BlueSky Wealth?
BlueSky Wealth contact info: Phone number: (252) 633-0107 Website: www.blueskywa.com
What does BlueSky Wealth do?

Established in 1999. Provide holistic wealth planning in a flat, fee-only, fiduciary model. David Blain founded BlueSky Wealth Advisors, a fee-only, independent Registered Investment Advisor (RIA) in 1999. He is primarily responsible for defining the overall firm policies, strategy, and goals. He also formulates advanced financial planning and comp... lex tax strategies for clients, and is responsible for setting the firm wide investment strategy. Today, BlueSky Wealth Advisors continues to thrive, finding new and innovative ways of bringing fee-only financial services to successful individuals and families all over the world. This success is fueled by the commitment the company has to helping the company's clients improve their lives through the application of financial planning and investment strategies while addressing the unique circumstances and goals of each individual and family the company proudly serve.Read More

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

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