BLUESTAR WEALTH MANAGEMENT

Overview

Bluestar Wealth Management is a privately owned advisory firm focused on portfolio management for individuals and small businesses. The firm runs a fee model that combines a percentage-of-AUM charge with fixed fees and emphasizes equity exposure as the primary portfolio building block. Bluestar operates primarily as a discretionary manager — the team controls investment decisions for most client relationships — and favors liquid, exchange-traded instruments for implementation. The firm is not positioned as an ESG investor, does not serve as a pension consultant, and does not identify as a multi-state or related adviser. Bluestar’s client base is concentrated on individual and family clients. Investment activity centers on direct equity exposure delivered through externally custodied accounts, supplemented by mutual funds and allocations to third-party real estate strategies. The firm uses separately managed account structures alongside pooled or fund vehicles where appropriate to meet client customization needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices