# Bluedoor Private Wealth, LLC

> 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.

- CRD: 301907
- Filed as: BLUEDOOR PRIVATE WEALTH, LLC
- Also doing business as: CONNECTICUT RETIREMENT RESOURCES, LIVE OAK FAMILY OFFICE, WEALTHSHED
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Beverly, MA
- Filing period: October 2026
- Form ADV filing dated: June 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/301907
- AdvisorCensus page: https://advisorcensus.com/firm/bluedoor-private-wealth-llc-beverly-ma-301907

## Quick answers

**How is Bluedoor Private Wealth, LLC compensated?**
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).

**Where is Bluedoor Private Wealth, LLC located?**
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).

**Is Bluedoor Private Wealth, LLC registered with the SEC or a state?**
Bluedoor Private Wealth, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 301907.

**How much does Bluedoor Private Wealth, LLC manage?**
Bluedoor Private Wealth, LLC reports $337,266,388 in regulatory assets under management in its Form ADV filing dated June 11, 2026 (100% discretionary).

**How have Bluedoor Private Wealth, LLC's assets and staff changed since 2025?**
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.

**What types of clients does Bluedoor Private Wealth, LLC serve?**
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).

**Which custodians does Bluedoor Private Wealth, LLC use?**
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.

**Does Bluedoor Private Wealth, 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/301907

**What changed in Bluedoor Private Wealth, LLC's recent Form ADV filings?**
In the July 2026 filing data: Registered or notice-filed in CA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### 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.

### Regulatory assets under management (Item 5.F)
- Total: $337,266,388
- Discretionary: $337,266,388
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 67 | $32,213,684 |
| High net worth individuals | 68 | $301,243,392 |
| Charitable organizations | 2 | $3,809,312 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2024 (1 year)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, CT, FL, MA, NH, NY, OH, OR, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- St. Petersburg, FL

### Websites listed on Form ADV (Item 1.I)
- bluedoorprivate.com
- lofollc.com
- wealthshed.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $105,928,806 | 3 | March 31, 2025 |
| October 2026 | $337,266,388 | 6 | June 11, 2026 |

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.

## Changes in the filing (last 12 months)

### July 2026
- Registered or notice-filed in CA.

### May 2026
- Registered or notice-filed in OR.

### 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).

### February 2026
- Employees performing advisory functions went from 4 to 5.
- Registered or notice-filed in OH.

### 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bluedoor Private Wealth, LLC (CRD 301907): Form ADV filing data as of October 2026.