Bluespring Wealth Management, LLC

RIASEC RegisteredEst. 2010

Total AUM

$4B

Discretionary

$4B

99% of AUM

Avg account

$639K

Accounts

6,286

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: HNWI76.84%
Individuals12.07%
Pension & Profit Sharing Plans6.35%
Banking / Thrift Institutions1.81%
Corporations / Businesses1.51%
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 the SEC shows as registered in 2010. The firm operates as a capital allocator and serves both individual/family clients and institutional mandates. Its advisory scope includes comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting work, and the selection of other advisers. Bluespring also operates as an insurance broker and uses a mix of fee models—percentage of AUM, hourly fees, and fixed fees. The firm does not identify as an active ESG investor. As a capital allocator, Bluespring routinely places client capital with third‑party managers for alternative exposure and uses mutual funds and annuities as part of its public-market toolkit.