{ "crd_number": 301907, "slug": "bluedoor-private-wealth-llc-beverly-ma-301907", "primary_business_name": "BLUEDOOR PRIVATE WEALTH, LLC", "legal_name": "BLUEDOOR PRIVATE WEALTH, LLC", "dbas": [ "CONNECTICUT RETIREMENT RESOURCES", "LIVE OAK FAMILY OFFICE", "WEALTHSHED" ], "city": "Beverly", "state": "MA", "country": "United States", "cbsa_code": "14460", "metro": { "cbsa_code": "14460", "common_name": "Boston", "msa_name": "Boston-Cambridge-Newton, MA-NH", "path": "/advisors/ma/boston" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2024-11-08", "years_registered": 1, "period": "2026-10-01", "filing_date": "2026-06-11", "carried_forward": false, "raum_total": 337266388.0, "raum_discretionary": 337266388.0, "raum_non_discretionary": 0.0, "raum_band": "100m_500m", "raum_band_label": "$100 million to $500 million", "total_employees": 6, "advisory_employees": 4, "client_count_bucket": null, "clients_by_type": { "charitable": { "raum": 3809312.0, "count": 2 }, "individuals": { "raum": 32213684.0, "count": 67 }, "high_net_worth_individuals": { "raum": 301243392.0, "count": 68 } }, "compensation_types": [ "fixed", "hourly", "percentage_of_aum" ], "advisory_activities": [ "educational_seminars", "financial_planning", "portfolio_management_individuals", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CA", "CO", "CT", "FL", "MA", "NH", "NY", "OH", "OR", "TX" ], "websites": [ "https://bluedoorprivate.com", "https://lofollc.com", "https://wealthshed.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/301907", "city_as_filed": "BEVERLY", "url": "https://advisorcensus.com/firm/bluedoor-private-wealth-llc-beverly-ma-301907", "display_name": "Bluedoor Private Wealth, LLC", "summary": "Bluedoor Private Wealth, LLC is an SEC-registered investment advisory firm in Beverly, MA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 11, 2026.", "citation": "AdvisorCensus. Bluedoor Private Wealth, LLC (CRD 301907): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Hourly charges", "Fixed fees (other than subscription fees)" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses", "Selection of other advisers (including private fund managers)", "Educational seminars/workshops" ], "quick_answers": [ { "q": "How is Bluedoor Private Wealth, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Bluedoor Private Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)." }, { "q": "Where is Bluedoor Private Wealth, LLC located?", "a": "Bluedoor Private Wealth, LLC's principal office is in Beverly, MA, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F)." }, { "q": "Is Bluedoor Private Wealth, LLC registered with the SEC or a state?", "a": "Bluedoor Private Wealth, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 301907." }, { "q": "How much does Bluedoor Private Wealth, LLC manage?", "a": "Bluedoor Private Wealth, LLC reports $337,266,388 in regulatory assets under management in its Form ADV filing dated June 11, 2026 (100% discretionary)." }, { "q": "How have Bluedoor Private Wealth, LLC's assets and staff changed since 2025?", "a": "In the Form ADV data for Bluedoor Private Wealth, LLC: 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. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Bluedoor Private Wealth, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (68); individuals (other than high net worth individuals) (67); charitable organizations (2)." }, { "q": "Which custodians does Bluedoor Private Wealth, LLC use?", "a": "Bluedoor Private Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Distributors Company LLC as custodians holding 10% or more of its separately managed account assets." }, { "q": "Does Bluedoor Private Wealth, LLC report any disciplinary disclosures?", "a": "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/301907" }, { "q": "What changed in Bluedoor Private Wealth, LLC's recent Form ADV filings?", "a": "In the July 2026 filing data: Registered or notice-filed in CA." } ], "filing_history": [ { "period": "2025-10-01", "regulatory_assets_under_management": 105928806.0, "total_employees": 3, "filing_date": "2025-03-31" }, { "period": "2026-10-01", "regulatory_assets_under_management": 337266388.0, "total_employees": 6, "filing_date": "2026-06-11" } ], "recent_changes": [ { "period": "2026-07-01", "period_label": "July 2026", "notes": [ "Registered or notice-filed in CA." ] }, { "period": "2026-05-01", "period_label": "May 2026", "notes": [ "Registered or notice-filed in OR." ] }, { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "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)." ] }, { "period": "2026-02-01", "period_label": "February 2026", "notes": [ "Employees performing advisory functions went from 4 to 5.", "Registered or notice-filed in OH." ] }, { "period": "2025-12-01", "period_label": "December 2025", "notes": [ "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)." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "Charles Schwab & Co., Inc.", "name_as_filed": "CHARLES SCHWAB & CO., INC.", "affiliated": false }, { "name": "Fidelity Distributors Company LLC", "name_as_filed": "FIDELITY DISTRIBUTORS COMPANY LLC", "affiliated": false } ], "custodians_note": "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.", "markdown_url": "https://advisorcensus.com/firm/bluedoor-private-wealth-llc-beverly-ma-301907.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 67, "fewer_than_5": false, "raum": 32213684.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 68, "fewer_than_5": false, "raum": 301243392.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 2, "fewer_than_5": false, "raum": 3809312.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/301907", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }