Michael Charles Kozak
Investment adviser representative at Bluedoor Private Wealth, LLC
15 yearsExperience
5 statesRegistered in
CFP® certificationDesignation
$337.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- Bluedoor Private Wealth, LLCMar 2019 to now
- Little House Capital, LLCAug 2017 to now
- East Coast Asset Management, LLCJul 2011 to Jan 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 5 states (CO, FL, MA, NH, TX).
Bluedoor Private Wealth, LLC
$337.3MAssets managed
137Clients
6Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4181027
- Firm CRD
- 301907