# Bluesky Wealth Advisors, LLC

> Bluesky Wealth Advisors, LLC is an SEC-registered investment advisory firm in New Bern, NC, registered since 2013, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 2, 2026.

- CRD: 116760
- Filed as: BLUESKY WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New Bern, NC
- Filing period: October 2026
- Form ADV filing dated: March 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/116760
- AdvisorCensus page: https://advisorcensus.com/firm/bluesky-wealth-advisors-llc-new-bern-nc-116760

## Quick answers

**How is Bluesky Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Bluesky Wealth Advisors, LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Bluesky Wealth Advisors, LLC located?**
Bluesky Wealth Advisors, LLC's principal office is in New Bern, NC, according to its Form ADV.

**Is Bluesky Wealth Advisors, LLC registered with the SEC or a state?**
Bluesky Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 116760.

**How much does Bluesky Wealth Advisors, LLC manage?**
Bluesky Wealth Advisors, LLC reports $1,004,497,065 in regulatory assets under management in its Form ADV filing dated March 2, 2026 (100% discretionary).

**How have Bluesky Wealth Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Bluesky Wealth Advisors, LLC: Regulatory assets under management: $560,761,458 in the October 2021 data and $1,004,497,065 in the October 2026 data, up 79%. Total employees: 22 in October 2021 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Bluesky Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (248); individuals (other than high net worth individuals) (102); corporations or other businesses not listed above (1).

**Which custodians does Bluesky Wealth Advisors, LLC use?**
Bluesky Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Bluesky Wealth Advisors, 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/116760

**What changed in Bluesky Wealth Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $849,834,692 to $1,004,497,065 (+18%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $1,004,497,065
- Discretionary: $1,004,497,065
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 102 | $55,468,556 |
| High net worth individuals | 248 | $948,454,476 |
| Corporations or other businesses not listed above | 1 | $574,033 |

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

### Firm details
- Registered since: 2013 (13 years)
- Employees: 14 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, GA, MI, NC, NY, SC, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- blueskywa.com
- Facebook @blueskywealthadvisors
- Instagram @blueskywealth
- LinkedIn @bluesky-wealth-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $560,761,458 | 22 | September 2, 2021 |
| October 2022 | $628,190,845 | 17 | August 4, 2022 |
| October 2023 | $612,430,755 | 18 | March 18, 2023 |
| October 2024 | $730,182,752 | 14 | September 25, 2024 |
| October 2025 | $849,834,692 | 13 | April 15, 2025 |
| October 2026 | $1,004,497,065 | 14 | March 2, 2026 |

Regulatory assets under management: $560,761,458 in the October 2021 data and $1,004,497,065 in the October 2026 data, up 79%.
Total employees: 22 in October 2021 and 14 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $849,834,692 to $1,004,497,065 (+18%).
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Registered or notice-filed in NY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bluesky Wealth Advisors, LLC (CRD 116760): Form ADV filing data as of October 2026.