Bluedoor Private Wealth, LLC

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

See the firm's brochure (dated March 31, 2026) for its fees and any account minimum, on the SEC's IAPD site.

$337,266,388 as of October 2026, filing dated June 11, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Selection of other advisers (including private fund managers)
• Educational seminars/workshops

Also doing business as

CONNECTICUT RETIREMENT RESOURCES, LIVE OAK FAMILY OFFICE, WEALTHSHED

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2024 (1 year)

Employees

Total: 6. Performing investment advisory functions: 4.

Wrap fee program participation

No.

Custodians (Schedule D, Section 5.K(3))

Charles Schwab & Co., Inc.Fidelity Distributors Company 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.

Other offices (Schedule D, Section 1.F)

1 other office, as of the July 2026 filing

St. Petersburg, FL

States registered or notice-filed

10 states or jurisdictions

CACOCTFLMANHNYOHORTX

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $105,928,806 in the October 2025 data and $337,266,388 in the October 2026 data, up 218%.

Total employees: 3 in October 2025 and 6 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. July 2026
   • Registered or notice-filed in CA.
2. May 2026
   • Registered or notice-filed in OR.
3. April 2026
   • Added the business name Connecticut Retirement Resources.
   • Employees performing advisory functions went from 5 to 4.
   • Regulatory assets under management went from $105,928,806 to $337,266,388 (+218%).
   • Added an office in St. Petersburg, FL.
   • Registered or notice-filed in CT.
   • Updated its list of owners and control persons (Schedule A).
4. February 2026
   • Employees performing advisory functions went from 4 to 5.
   • Registered or notice-filed in OH.
5. December 2025
   • Added the business name Wealthshed.
   • Added the business name Live Oak Family Office.
   • Reported a succession: took over the business of Live Oak Family Offices LLC (CRD 141570) on November 17, 2025.
   • Employees performing advisory functions went from 2 to 4.
   • Registered or notice-filed in CO, FL, NY, TX.
   • Updated its list of owners and control persons (Schedule A).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.