Family Office

Blue Water Wealth (BWW)

Blue Water Wealth is a US investment management firm founded in 2012 by Nancy Congdon and headquartered in Portland, Oregon. The firm is committed to ESG investing.As of December 31, 2025, the firm had $588m in assets under advisement.

Assets Under Management
$250M-$1B
Headquarters
Portland, Oregon

Decision-makers

Jadyn Kerns-Funk
Director, Operations
Merlin Arbor
Portfolio Manager
Nancy Congdon
President & Founder
Members only

Unlock contacts, warm paths & full holdings

See who to reach, how you're connected, the check sizes, and the full mandate — across Blue Water Wealth (BWW) and 500k+ investors and LPs.

Get access