Bluesky Wealth Advisors LLC
Legal Name: BLUESKY WEALTH ADVISORS, LLC
Full Contact Details
Other Info
Bluesky Wealth Advisors LLC is legally known as BLUESKY WEALTH ADVISORS, LLC. It is a NC Limited Liability Company. This firm has 11 employees, of which 8 are employees in advisory roles. It serves 6 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Sep 18, 2013.
BlueSky Wealth Advisors - Fee Only - Financial Advisors — BlueSky Wealth Advisors
We are a Fee Only, NAPFA registered, independent RIA. We use a flat fee model for our services. Are you a pre-retiree looking for long term advice regarding you retirement savings and investment strategies? Or perhaps you are a small business owner looking to save money by paying less in taxes? We t…
Direct Owners
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CAROLINE WIGHT BLAIN
MEMBER owns more than 25% but less than 50%
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DAVID LAURENCE BLAIN
MANAGING MEMBER/CHIEF COMPLIANCE OFFICER owns more than 50% but less than 75%
Firms Located Nearby
Top Holdings
- VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD $45,530k
- INVESCO EXCHNG TRADED FD TR SR LN ETF $23,452k
- SCHWAB STRATEGIC TR $21,097k
- Schwab Aggregate Bond ETF (SCH $20,730k
- ISHARES TR CORE US AGGBD ET $14,057k
- VANGUARD INTL EQUITY $13,417k
- SCHWAB STRATEGIC TR US SML CAP ETF $11,940k
- VANGUARD CHARLOTTE FDS $10,055k
- SCHWAB STRATEGIC TR $9,873k
- INVESCO EXCHNG TRADED FD TR $9,516k