Blue Wealth Inc.

Blue Wealth Inc. (CRD# 330324) is a financial advisory firm headquartered in Charlotte, NC. They serve the financial needs of clients across 3 states (or territories).

Current Firm Details
5970 Fairview Road, Suite 400, Charlotte, NC 28210
https://www.linkedin.com/company/bluefinancialcharlotte
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, SC, TX

Financial Advisors at Blue Wealth Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Evan Calott, financial advisor Charlotte NC
Evan A. Calott
CRD#: 6911348
5970 Fairview Road, Suite 400, Charlotte, NC 28210

Evan Calott (CRD# 6911348) is an Investment Advisor Representative working at Blue Wealth Inc. in Charlotte, NC and has over 6 years of experience in the finance industry.

2
Ronald Powell, financial advisor Charlotte NC
Ronald A. Powell
CRD#: 6604736
5970 Fairview Road, Suite 400, Charlotte, NC 28210

Ronald Powell (CRD# 6604736) is an Investment Advisor Representative working at Blue Wealth Inc. in Charlotte, NC and has over 8 years of experience in the finance industry.

3
Nathan Carey, financial advisor Charlotte NC
Nathan Carey
CRD#: 7810702
5970 Fairview Road, Suite 400, Charlotte, NC 28210

Nathan Carey (CRD# 7810702) is an Investment Advisor Representative working at Blue Wealth Inc. in Charlotte, NC and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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