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RIA / WealthAdvisorCertified Financial Planner24 years in industry

HAL RICHARD SCHWEIGER

Advisor at BLUEWATER WEALTH MANAGEMENT, LLC

SAN DIEGO, CA

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Search this name across graphsid dfx:ria:bd1069bf-a82e-7674-edf0-483dd46abe64

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Aug 18, 2003 to Sep 14, 2026

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

Current firm: BLUEWATER WEALTH MANAGEMENT, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 8, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: Jul 8, 2002
First registration: Aug 18, 2003
Dual registered: no
IAPD individual key: 4547084

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BLUEWATER WEALTH MANAGEMENT, LLC	State registered	Jun 14, 2021	n/a	yes	SAN DIEGO, CA	Current employment
BLUE WATER CAPITAL MANAGEMENT, LLC	Independent wealth	Sep 23, 2008	Jul 29, 2021	no	SAN DIEGO, CA	Previous registration
TROVENA, LLC.	Former SEC adviser	Oct 22, 2003	Oct 17, 2008	no	SAN DIEGO, CA	Previous registration
CAPITAL ASSET ADVISORS	n/a	Oct 21, 2003	Dec 31, 2008	no	SAN DIEGO, CA	Previous registration
COLLABORATIVE WEALTH STRATEGIES GROUP, INC.	n/a	Aug 18, 2003	Sep 26, 2003	no	SAN DIEGO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BLUE WATER CAPITAL MANAGEMENT, LLC	BLUEWATER WEALTH MANAGEMENT, LLC	Jul 29, 2021	Jun 14, 2021	-45	Firm change after gap	RIA to state RIA
CAPITAL ASSET ADVISORS	TROVENA, LLC.	Dec 31, 2008	Oct 22, 2003	-1,897	Firm change after gap	Other
TROVENA, LLC.	BLUE WATER CAPITAL MANAGEMENT, LLC	Oct 17, 2008	Sep 23, 2008	-24	Firm change	Other
COLLABORATIVE WEALTH STRATEGIES GROUP, INC.	CAPITAL ASSET ADVISORS	Sep 26, 2003	Oct 21, 2003	25	Firm change	Other

Relationships

Registered with (5)

→ BLUEWATER WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Jun 14, 2021 to presentfactForm ADV
→ BLUE WATER CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 23, 2008 to Jul 29, 2021factForm ADV
→ CAPITAL ASSET ADVISORSRegistered adviserregistration: previous registration
Oct 21, 2003 to Dec 31, 2008factForm ADV
→ TROVENA, LLC.Registered adviserregistration: previous registration
Oct 22, 2003 to Oct 17, 2008factForm ADV
→ COLLABORATIVE WEALTH STRATEGIES GROUP, INC.Registered adviserregistration: previous registration
Aug 18, 2003 to Sep 26, 2003factForm ADV

Dated events

No dated event names this entity yet.