# Great Blue Wealth LLC

> Great Blue Wealth LLC is a state-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 13, 2026.

- CRD: 338368
- Filed as: GREAT BLUE WEALTH LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Virginia
- Filing period: October 2026
- Form ADV filing dated: July 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/338368
- AdvisorCensus page: https://advisorcensus.com/firm/great-blue-wealth-llc-338368

## Quick answers

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

**Is Great Blue Wealth LLC registered with the SEC or a state?**
Great Blue Wealth LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 338368.

**How much does Great Blue Wealth LLC manage?**
Great Blue Wealth LLC reports $0 in regulatory assets under management in its Form ADV filing dated July 13, 2026.

**Does Great Blue 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/338368

## From the Form ADV filing

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

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

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- greatbluewealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Great Blue Wealth LLC (CRD 338368): Form ADV filing data as of October 2026.