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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BLUEDOOR PRIVATE WEALTH, LLC

CRD 301907

BEVERLY, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1e4fe67d-41f8-2947-a385-74b595bd2729

Data as of Jun 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 4
On other graphs: 0
Observed: Oct 10, 2019 to Jun 11, 2026
13 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $337MItem 5.F on the latest filing (2026-06-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $337M
Private client RAUM: $333MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $56.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 4
Offices: 5Schedule D 1.F, beyond the principal office
Accounts: 432
Individual clients: 67
High net worth clients: 68
SEC number: 801-131443
CIK: 2110994
CRD: 301907
Filings on the tape: 13
First filed: Oct 10, 2019
Latest filed: Jun 11, 2026
Organised: Limited Liability Company, MA
Website: bluedoorprivate.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MICHAEL CHARLES KOZAK	Certified Financial Planner	BEVERLY, MA	6	26	3	no
Grady Kozak	n/a	BEVERLY, MA	0	11	n/a	no
ROBERT BYRON MURPHY	n/a	BEVERLY, MA	0	15	2	no
THOMAS EUGENE SHEPHERD	n/a	West Hartford, CT \| BEVERLY, MA	0	19	1	no
John Richard Shepherd	n/a	Port Saint Lucie, FL \| Seaside, OR \| BEVERLY, MA \| St. Petersburg, FL	0	15	6	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
KOZAK, MICHAEL, CHARLES	PRESIDENT AND CHIEF COMPLIANCE OFFICER	E	yes	04/2019	Oct 10, 2019	Oct 9, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MICHAEL KOZAK	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 2 of 4

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 9, 2026	$337M	$337M	6	4	5	n/a	n/a
2024	Mar 31, 2025	$106M	$106M	3	2	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
4	0	4	0.0%	0	0	0	4	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$337M	$106M	218.4%	n/a	n/a	6	3	5	0

Relationships

Registered with (6)

← THOMAS EUGENE SHEPHERDAdvisorregistration: current employment
Apr 16, 2026 to presentfactForm ADV
← John Richard ShepherdAdvisorregistration: current employment
Apr 16, 2026 to presentfactForm ADV
← ROBERT BYRON MURPHYAdvisorregistration: current employment
Dec 23, 2025 to presentfactForm ADV
← KEVIN PATRICK MCCUTCHEONAdvisorregistration: current employment
Dec 10, 2025 to presentfactForm ADV
← Grady KozakAdvisorregistration: current employment
Sep 23, 2025 to presentfactForm ADV
← MICHAEL CHARLES KOZAKAdvisorregistration: current employment
Dec 18, 2019 to presentfactForm ADV

Controls (1)

← KOZAK, MICHAEL, CHARLESOwnerPRESIDENT AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
Oct 10, 2019 to Oct 9, 2024factForm ADV

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
Bluedoor Private Wealth, Llc reported RAUM $337.3M, up 218% from $105.9M (2026-01-15 to 2026-03-31)
Form ADVobserved 5 days ago
$231M
Occurred
Nov 19, 2025
Succession filed (Item 4)
Bluedoor Private Wealth, Llc reported succeeding to the business of Live Oak Family Offices Llc (Form ADV Item 4)
Form ADVobserved 5 days ago
Occurred
Jan 7, 2020
Control person left
Byron Robert Murphy (Managing Member) no longer on Schedule A of Bluedoor Private Wealth, Llc (listed 2019-10-10, absent 2020-01-07)
Form ADVobserved 5 days ago
Occurred
Oct 10, 2019
First Form ADV filing
Bluedoor Private Wealth, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1e4fe67d-41f8-2947-a385-74b595bd2729
First observed: Oct 10, 2019
Last observed: Jun 11, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BLUEDOOR PRIVATE WEALTH, LLC

CRD 301907

BEVERLY, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1e4fe67d-41f8-2947-a385-74b595bd2729

Data as of Jun 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:38 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MICHAEL CHARLES KOZAK

Certified Financial Planner

BEVERLY, MA

Grady Kozak

n/a

BEVERLY, MA

n/a

ROBERT BYRON MURPHY

n/a

BEVERLY, MA

THOMAS EUGENE SHEPHERD

n/a

West Hartford, CT | BEVERLY, MA

John Richard Shepherd

n/a

Port Saint Lucie, FL | Seaside, OR | BEVERLY, MA | St. Petersburg, FL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

KOZAK, MICHAEL, CHARLES

PRESIDENT AND CHIEF COMPLIANCE OFFICER

yes

04/2019

Oct 10, 2019

Oct 9, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MICHAEL KOZAK

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 9, 2026

$337M

n/a

2024

Mar 31, 2025

$106M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$337M

$106M

218.4%

n/a