BlueSky Wealth Advisors is an investment advisor in New Bern with $628.19 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
200092155
SEC advisor number
801-78583
FINRA CRD number
116760
AUM ?
$730.18 mm
(as of 15 Apr 24)
Accounts
1,559
(as of 15 Apr 24)
Employees
14
(9 investment advisory or research)
Address
BlueSky Wealth Advisors
2131 S. GLENBURNIE ROAD
SUITE 8
NEW BERN
NC 28562
2131 S. GLENBURNIE ROAD
SUITE 8
NEW BERN
NC 28562
Phone
252-633-0107
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Apr 24
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
17 Oct 23
13F-HR
Quarterly holdings report by institutional manager
27 Jul 23
13F-HR
Quarterly holdings report by institutional manager
9 May 23
13F-HR
Quarterly holdings report by institutional manager
1 Feb 23
13F-HR
Quarterly holdings report by institutional manager
3 Nov 22
13F-HR
Quarterly holdings report by institutional manager
2 Aug 22
13F-HR
Quarterly holdings report by institutional manager
26 Apr 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
25 Jan 22