Adam Kirklin has been Founder & Managing Partner of Bluewater Wealth Advisors since February 2024, is a control person of the firm and directly owns under 5% of it. Adam Kirklin holds a Bachelor of Science in Biology from Wofford College and a Master of Business Administration from the University of Alabama at Birmingham.
Bluewater Wealth Advisors, LLC is a Vestavia Hills, AL firm with $146M under management, 27 clients and 3 advisers across 4 offices, as of its March 2026 filing.
Adam W. Kirklin is Founder & Managing Partner of Bluewater Wealth Advisors. He brings nearly two decades of experience in the financial services industry to the firm and has spent over 15 years advising ultra-high-net-worth families. Before establishing Bluewater, he was Managing Director and Head of Wealth Management for Oakworth Capital Bank's trust and wealth management group, and earlier Director of Portfolio Management at Johnson+Sterling, Inc.
Adam Kirklin’s longest registration was 4 years at Johnson Sterling, Inc. (2008–2012). Before joining Bluewater Wealth Advisors in 2024, Adam Kirklin was registered through Johnson Sterling, Inc.
- – present · 2 yearsVestavia Hills, AL · Adviser representative · Firm CRD 330078
- Johnson Sterling, Inc.– · 4 yearsBirmingham, AL · Adviser representative · Firm CRD 106379
Investment adviser representative registrations
Adam Kirklin is registered as an investment adviser representative in Alabama, since March 2024.
- AlabamaSince 28 March 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 December 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Adam Webster Kirklin
- CRD
- 5417829
- Firm
- Bluewater Wealth Advisors · CRD 330078
- Role
- Founder & Managing Partner
- Office
- 4553 PINE TREE CIRCLE, SUITE 220, Vestavia Hills, AL 35243
- Registration
- Investment adviser registration
- In the industry since
- January 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bluewaterwa.com
Where does Adam Kirklin work?
Adam Kirklin has been Founder & Managing Partner of Bluewater Wealth Advisors, LLC since February 2024, and is a control person of the firm.
Is Adam Kirklin a financial advisor?
Yes. Adam Kirklin has a current investment-adviser registration in Alabama, through Bluewater Wealth Advisors since March 2024.
How many years of experience does Adam Kirklin have?
Adam Kirklin has 6 years in the financial industry, since January 2020, across 2 adviser firms.
What exams has Adam Kirklin passed?
Adam Kirklin passed the Series 65 in December 2023.
Where did Adam Kirklin work before Bluewater Wealth Advisors?
Before Bluewater Wealth Advisors, Adam Kirklin was registered through Johnson Sterling, Inc., July 2008 to September 2012.
Where is Adam Kirklin based?
Adam Kirklin’s registered office is in Vestavia Hills, AL.
Is Adam Kirklin registered with FINRA?
No. Adam Kirklin has no current broker registration.
How can I verify Adam Kirklin’s record?
Search CRD 5417829 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Adam Kirklin’s full registration record.
