Bluesky Wealth Advisors LLC
Legal Name: BLUESKY WEALTH ADVISORS, LLC
2131 S GLENBURNIE ROAD, SUITE 8, NEW BERN, NC
252-633-0107
http://www.blueskywa.com
Frequently Asked Questions (FAQ)
Full Contact Details
Bluesky Wealth Advisors LLC
2131 S GLENBURNIE ROAD, SUITE 8, NEW BERN, NC
252-633-0107
Other Info
Bluesky Wealth Advisors LLC, a NC Limited Liability Company, is comprised of 11 employees, 8 of which serve in advisory roles. Despite representing only 6 clients, the firm's SEC status is Approved with a registration date of Sep 18, 2013.
BlueSky Wealth Advisors - Fee Only - Flat Fee - Financial Advisors — BlueSky Wealth Advisors
A Flat Fee, Fee Only, NAPFA Registered, Independent RIA, simplifying the lives of those with complex financial and investment needs. Contact us to learn more.
Direct Owners
-
CAROLINE WIGHT BLAIN
MEMBER owns more than 25% but less than 50%
-
DAVID LAURENCE BLAIN
MANAGING MEMBER/CHIEF COMPLIANCE OFFICER owns more than 50% but less than 75%
News
- Navigating Market Shifts: How BlueSky Wealth Advisors Optimized Their Portfolio in Early 2024
- BlueSky Wealth Advisors, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison
- Analyzing BlueSky Wealth Advisors, LLC's Q3 vs. Q4 2022 13F Holdings Comparison CSV File: Understanding Changes in Holdings Across Various Funds
Top Holdings
Period of report:
Jun 30, 2019
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Effectiveness Date:
Aug 5, 2019
- 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