Adam Webster Kirklin
Investment adviser representative at Bluewater Wealth Advisors, LLC
14 yearsExperience
1 stateRegistered in
$145.8MFirm assets
2 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.
- Portfolio management
Experience
14 years in the industry.
- Bluewater Wealth Advisors, LLCMar 2024 to now
- Kirklin Investment Management CompanyAug 2012 to now
- Oakworth Capital BankAug 2012 to Jan 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (AL).
Bluewater Wealth Advisors, LLC
$145.8MAssets managed
27Clients
3Advisers
2 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
- 5417829
- Firm CRD
- 330078