BlueDoor Private Wealth provides financial planning, portfolio management for individuals and small businesses, selecting other managers, educational seminars, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
BlueDoor Private Wealth reports 137 clients. They include 68 high-net-worth individuals, 67 individual clients and 2 charitable organizations. Of its assets, 100.0% ($337M across 432 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 49% | 10% |
| High-net-worth individuals | 50% | 89% |
| Charitable organizations | 1% | 1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 67 | $32.2M | 9.6% | $481K |
| High-net-worth individuals | 68 | $301M | 89.3% | $4.43M |
| Charitable organizations | 2 | $3.81M | 1.1% | $1.9M |
| Total | 137 | $337M | 100% | $2.46M |
- Clients
- 67
- Regulatory AUM
- $32.2M
- AUM share
- 9.6%
- Avg. per client
- $481K
- Clients
- 68
- Regulatory AUM
- $301M
- AUM share
- 89.3%
- Avg. per client
- $4.43M
- Clients
- 2
- Regulatory AUM
- $3.81M
- AUM share
- 1.1%
- Avg. per client
- $1.9M
Total
- Clients
- 137
- Regulatory AUM
- $337M
- AUM share
- 100%
- Avg. per client
- $2.46M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
BlueDoor Private Wealth is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Michael Kozak owns 75% or more of BlueDoor Private Wealth. The leadership team of BlueDoor Private Wealth includes Chief Investment Officer Kevin McCutcheon and Chief Compliance Officer Michael Kozak. It has 6 employees, 4 of them in advisory roles.
Leadership
- Michael KozakCEO and Chief Compliance Officer
- Kevin McCutcheonChief Investment Officer
- Robert MurphyManaging Partner
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
- Grady Kozak
- Michael Charles Kozak
- Kevin Patrick McCutcheon
- Robert Byron Murphy
- John Richard Shepherd
- Thomas Eugene Shepherd
Staff
- 6 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 75% or more of Bluedoor Private Wealth, LLC
Michael Kozak
Control person · since April 2019
BlueDoor Private Wealth’s regulatory assets grew 3.2× from $106M (March 2025) to $337M (June 2026); clients rose from 48 to 137 and employees from 3 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| June 2026 | $337M | 137 | 6 | 6 |
| March 2025 | $106M | 48 | 3 | 1 |
Besides its headquarters, BlueDoor Private Wealth has 5 offices (4 private residences, listed without an address), with 2 listed addresses in Florida and Massachusetts.
Florida · 1 listed address
- 888 Executive Center DR. W., St. Petersburg
Massachusetts · 1 listed address
- 50 Dunham Ridge, Suite 1250, BeverlyHQ
Other business names
BlueDoor Private Wealth has reported 3 other business names to the SEC.
- Connecticut Retirement Resources
- Live Oak Family Office
- Wealthshed
Contact and registration details
- Legal name
- Bluedoor Private Wealth, LLC
- Headquarters
- 50 Dunham Ridge, Suite 1250, Beverly, MA 01915
- Website
- bluedoorprivate.com
- Phone
- 781-810-4604
- SEC file
- 801-131443
- Founded
- 2019
- Structure
- Massachusetts LLC
- Fiscal year end
- December
BlueDoor Private Wealth uses Charles Schwab ($265M, 84%) and Fidelity ($48.9M, 16%) as custodians for its separately managed accounts. BlueDoor Private Wealth has custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $265M84%
- FidelityFidelity Distributors Company LLC · Smithfield, RI · $48.9M16%
At year end, BlueDoor Private Wealth’s separately managed accounts were mostly in stocks (73%) and bonds (17%). Its reported 13F holdings for the quarter ended 30 June 2026 total $238M across 164 positions; the largest are J P Morgan Exchange Traded F (6.0%), Apple Inc. (3.6%) and Invesco Exchange Traded FD T (3.3%).
What the accounts hold
- Stocks73%
- Bonds17%
- State and local bonds10%
- Investment grade corporate bonds6%
- U.S. government and agency bonds1%
- Cash10%
Reported 13F holdings
- $238M
- Reported 13F value
- 164
- Positions
- 32.6%
- In the 10 largest
- +10.0%
- Value vs. prior quarter
- J P Morgan Exchange Traded F · Ultra Shrt ETF6.0%
- Apple Inc.3.6%
- Invesco Exchange Traded FD T · S&P500 Eql Wgt3.3%
- Seacoast Bkg Corp. Fla3.1%
- Berkshire Hathaway Inc. Del · CL B New3.1%
- iShares TR · Core S&P500 ETF2.8%
- iShares TR · Core S&P Mcp ETF2.8%
- J P Morgan Exchange Traded F · Hedg Equ Lad ETF2.7%
- Vanguard Index Fds · Growth ETF2.6%
- Amazon Com Inc.2.5%
Together, the ten largest are 32.6% of reported value.
How many clients does BlueDoor Private Wealth have?
BlueDoor Private Wealth has 137 clients and manages $337 million for them, as of June 2026. They include 68 high-net-worth individuals, 67 individual clients and 2 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 June 2026
What services does BlueDoor Private Wealth offer?
BlueDoor Private Wealth provides financial planning, portfolio management for individuals and small businesses, selecting other managers, educational seminars, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does BlueDoor Private Wealth use?
BlueDoor Private Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $265M and Fidelity Distributors Company LLC (Smithfield, RI), with $48.9M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 June 2026
How many financial advisors does BlueDoor Private Wealth have?
BlueDoor Private Wealth has 4 investment adviser representatives registered with state securities authorities, out of 6 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does BlueDoor Private Wealth invest in?
At the end of its last fiscal year, BlueDoor Private Wealth’s separately managed accounts held 73% exchange-traded equities, 10% state and local bonds, 10% cash and equivalents, 6% investment grade corporate bonds and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns BlueDoor Private Wealth?
BlueDoor Private Wealth’s direct owner is Michael Kozak (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 11 June 2026
How does BlueDoor Private Wealth get paid?
BlueDoor Private Wealth is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact BlueDoor Private Wealth?
BlueDoor Private Wealth’s main office is at 50 Dunham Ridge, Suite 1250, Beverly, MA 01915. Its phone number is 781-810-4604. Its website is bluedoorprivate.com.