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 formed in 2010 and organized as an LLC. The firm operates as a capital allocator and provides a mix of advisory services to individuals, families and institutional clients. Its service set includes comprehensive financial planning, portfolio management for individuals and small businesses, institutional/business portfolio management, pension consulting and manager selection. Bluespring also functions as an insurance broker and lists affiliations with broker-dealers, a trust company and an insurance company. The firm charges fees on a percentage-of-AUM basis and also offers hourly and fixed-fee arrangements. It reports being non‑active on ESG investing. Ownership is listed as a combination of a domestic entity and individual interests.