RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Adam Webster Kirklin
- Title
- Founder & Managing Partnerreportedbluewaterwa.comfirm site, Sep 16, 2026
- Founder
- “Founder & Managing Partner”reportedbluewaterwa.comthe sentence on the bio page
- Partner or owner
- “Founder & Managing Partner”reportedbluewaterwa.comthe sentence on the bio page
- Investment committee
- “During his tenure, he was a member of the company's Leadership Team and Investment Committee.”reportedbluewaterwa.comthe sentence on the bio page
- Professional profile
- bluewaterwa.com/adam-w-kirklinreportedbluewaterwa.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Bluewater Wealth Advisors, LLC independent RIA currentsince Mar 28, 2024 · Vestavia Hills, Al
- Johnson Sterling, Inc. otherJul 1, 2008 to Sep 13, 2012 · Birmingham, Al
- Johnson Sterling, Inc. to Bluewater Wealth Advisors, LLCleft Sep 13, 2012, registered Mar 28, 2024 (4214 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address