Bluespring Wealth Management, LLC

RIASEC RegisteredEst. 2010

Total AUM

$5.4B

Discretionary

$5.4B

99% of AUM

Avg account

$513K

Accounts

10,596

Employees

Advisory reps

Firm details

Headquarters: Austin, Texas
CRD number: 152667
Registered since: January 15, 2010
Website: www.bluespringwealth.com
Custodians: CHARLES SCHWAB & CO., INC., T. ROWE PRICE INVESTMENT SERVICES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI75.3%
Individuals16.25%
Pension & Profit Sharing Plans4.79%
Banking / Thrift Institutions1.34%
Corporations / Businesses1.12%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Bluespring Wealth Management, LLC is an independent registered investment adviser that acts as a capital allocator for both high-net-worth individuals/families and institutional clients. The firm provides comprehensive advisory services including financial planning, portfolio management for individuals and small businesses as well as for institutions, pension consulting, and selection of outside managers. Bluespring also operates as an insurance broker and maintains industry relationships with broker-dealers, trust companies, and insurance firms. The firm is fee-based with a mix of percentage-of-AUM billing, hourly charges, and fixed fees. Bluespring is active in directing client capital to third-party managers rather than solely managing in-house strategies, and it does not identify as an active ESG investor.