David Michael Ream
Investment adviser representative at Blue Water Wealth
27 yearsExperience
3 statesRegistered in
$472.8MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
27 years in the industry.
- Blue Water WealthFeb 2022 to now
- Kathleen Kendziorski, CfpJan 1999 to now
- Cetera Advisor Networks LLCJan 2013 to Jan 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 3 states (OR, TX, WA).
Blue Water Wealth
Legal name: Blue Water Wealth, Inc.
$472.8MAssets managed
404Clients
10Advisers
8 yearsIn 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
- 5195897
- Firm CRD
- 164432