Great Blue Wealth LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
The firm provides discretionary investment management and related advisory services to individuals, high‑net‑worth clients, trusts, estates and businesses, and also offers separate financial planning and consulting engagements. Portfolios are typically constructed around exchange‑traded funds and other diversified vehicles, with the adviser able to include mutual funds, individual equities, fixed income, options and cash holdings as appropriate.
The adviser applies a long‑term, fundamental‑analysis oriented approach and works with clients through ongoing personal contact to set objectives, implement asset allocation and monitor portfolios, including rebalancing and tactical adjustments. While the firm charges asset‑based management fees for portfolio services, it also makes hourly financial planning available — a billing method that is uncommon among firms of this type.
The firm is newly formed and has not yet reported assets under management, and it maintains an institutional relationship with a custodian platform that provides software and operational support to the adviser. The principal also maintains a substantial separate consulting engagement that the brochure discloses may limit available time and which the firm says it manages through policies and capacity limits; the firm may also offer performance‑based fee arrangements to qualified clients.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Tax-loss harvesting
Retirement income strategy
Fee options
$0 - $249,999: 0.90% $250,000 - $499,999: 0.80% $500,000 - $749,999: 0.70% $750,000 - $999,999: 0.60% $1,000,000 - $1,249,999: 0.50% $1,250,000+: 0.40%
Financial planning services at hourly rates ranging from $49 to $99 per hour, negotiable
Performance fees of 10% to 15% of gains charged annually to Qualified Clients with $1,000,000+ AUM or $2,000,000 net worth, subject to high-water mark
Account minimum: $25,000 (may be waived or reduced at the sole discretion of the Advisor) Fee-only: Investment management fees paid quarterly in arrears based on blended tiered schedule; Financial planning fees charged hourly from $49 to $99 per hour
Main office location
Great Blue Wealth LLC
Chesapeake VA, United States
Number of offices
1
Most active in
Great Blue Wealth LLC has reported serving >5 clients in these states in the last 12 months.
Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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