Bluestar Wealth Management
Firm details
- Headquarters
- Lake Mary, Florida
- CRD number
- 337253
- Registered since
- June 30, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI89.83%
- Individuals9.99%
- Corporations / Businesses0.11%
- Charitable Organizations0.07%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Bluestar Wealth Management is a privately owned LLC that provides portfolio management services for individuals, families and small businesses, and also works with some institutional clients. The firm is registered with the SEC (registered in 2025) and charges clients via a combination of asset-based fees and fixed fees. Bluestar’s business model emphasizes direct portfolio management rather than acting as a capital allocator. It does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- Cash & Cash Equivalents10%
- Public Funds/Mutual Funds9%
- US Government Bonds1%
- State & Local Bonds1%
Contacts
2 of 2
Richard Humphreys
Senior Vice President, Financial AdvisorCRD 3179578
John Riggs
Investment Adviser RepresentativeCRD 2670354
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Lake Mary, FL
Seminole
Location
Lake Mary, FL
Headquartered in Lake Mary, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- Seminole
- Address
- 255 Primera Blvd
- Time zone
- ET (UTC-5)
- Office locations
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