# Blue Sky Wealth Partners, LLC

> Blue Sky Wealth Partners, LLC is an SEC-registered investment advisory firm, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 20, 2026.

- CRD: 315110
- Filed as: BLUE SKY WEALTH PARTNERS, LLC
- Also doing business as: INVISTA NO EXTERIOR
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: January 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/315110
- AdvisorCensus page: https://advisorcensus.com/firm/blue-sky-wealth-partners-llc-315110

## Quick answers

**How is Blue Sky Wealth Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Blue Sky Wealth Partners, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**How much does Blue Sky Wealth Partners, LLC charge?**
Its Form ADV Part 2A brochure dated January 20, 2026 states: Up to $10,000: 2% a year; $10,001 to $50,000: 1.5% a year; $50,001 to $250,000: 1.25% a year; $250,001 to $500,000: 1% a year; Above $500,001: 0.75% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Blue Sky Wealth Partners, LLC registered with the SEC or a state?**
Blue Sky Wealth Partners, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 315110.

**How much does Blue Sky Wealth Partners, LLC manage?**
Blue Sky Wealth Partners, LLC reports $5,871,822 in regulatory assets under management in its Form ADV filing dated January 20, 2026 (100% discretionary).

**How have Blue Sky Wealth Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Blue Sky Wealth Partners, LLC: Regulatory assets under management: $0 in the October 2021 data and $5,871,822 in the October 2026 data. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Blue Sky Wealth Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (13); high net worth individuals (4).

**Which custodians does Blue Sky Wealth Partners, LLC use?**
Blue Sky Wealth Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Interactive Brokers LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Blue Sky Wealth Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/315110

**What changed in Blue Sky Wealth Partners, LLC's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $4,807,000 to $5,871,822 (+22%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated January 20, 2026)

- Up to $10,000: 2% a year
- $10,001 to $50,000: 1.5% a year
- $50,001 to $250,000: 1.25% a year
- $250,001 to $500,000: 1% a year
- Above $500,001: 0.75% a year

> $0 - $10,000 2.00% $10,001 - $50,000 1.50% $50,001 - $250,000 1.25% $250,001 - $500,000 1.00% $500,001 – And Up 0.75%

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Interactive Brokers LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $5,871,822
- Discretionary: $5,871,822
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 13 | $316,502 |
| High net worth individuals | 4 | $5,555,320 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- invistanoexterior.com
- Facebook @InvistanoExterior
- LinkedIn @76229699
- YouTube @UCyhBFI82vhISk18SKznK9NQ

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $0 | 1 | July 29, 2021 |
| October 2022 | $3,130,000 | 1 | January 31, 2022 |
| October 2023 | $3,950,000 | 1 | June 28, 2023 |
| October 2024 | $4,512,664 | 1 | January 15, 2024 |
| October 2025 | $4,807,000 | 1 | April 8, 2025 |
| October 2026 | $5,871,822 | 1 | January 20, 2026 |

Regulatory assets under management: $0 in the October 2021 data and $5,871,822 in the October 2026 data.
Total employees: 1 in October 2021 and 1 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $4,807,000 to $5,871,822 (+22%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Blue Sky Wealth Partners, LLC (CRD 315110): Form ADV filing data as of October 2026.