Key facts
- Status: Privately Held (no backing).
- ·Watchlist + deal alerts for Blue Ocean Wealth Solutions
- ·The full record, as it builds
Funding rounds
No funding rounds for Blue Ocean Wealth Solutions are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Blue Ocean Wealth Solutions
Provider of financial planning and advisory services. The company offers securities, investment advisory, and financial planning services through registered representatives. It provides financial education workshops, lunch and learn programs, and customized financial solutions for individuals, business owners, and employees.
- Sector
- Financial Services
- HQ
- Greenvale, NY, United States
- Employees
- 103
- Website
- blueocean.us.com/
- Ownership
- Privately Held (no backing)
Blue Ocean Wealth Solutions doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Blue Ocean Wealth Solutions shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Blue Ocean Wealth Solutions in its N-PORT filings yet. We sweep new filings monthly.