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BLUESPRING WEALTH MANAGEMENT, LLC
CRD 152667 · SEC 801-70998
5707 SOUTHWEST PARKWAY, BLDG 2 STE 401, AUSTIN, TX, 78735, United States
Phone
737-443-2122
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.02B
Discretionary AUM
$3.99B
Team
41 total employees; 31 advisory reps; 1 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 868 | $484.6M |
| High net worth individuals | 892 | $3.09B |
| Banking/thrift institutions | 2 | $72.8M |
| Pension/profit sharing plans | 46 | $254.8M |
| Charitable organizations | 16 | $52.3M |
| State/municipal entities | 1 | $4.5M |
| Corporations/business entities | 14 | $60.8M |
States served
AZ, CA, CO, IL, IN, IA, KS, KY, LA, MN, NE, NV, NY, NC, ND, OH, OR, PA, SC, TN, VA, WI, WA, TX, NH, HI, FL
All web addresses on file
- https://www.linkedin.com/company/bedell-investment-counselling/
- http://www.bluespringwealthcalifornia.com
- https://capitalplanningadvisors.com/
- https://bedellfrazier.com/
- HTTPS://FACEBOOK.COM/VECTORWEALTHMANAGEMENT
- https://www.linkedin.com/company/capital-planning-advisors-inc-/
- https://www.facebook.com/capitalplanningadvisors
- https://www.instagram.com/bedellfrazierinvest/
- https://www.facebook.com/BedellFrazier
- https://www.youtube.com/channel/UCcrPNhQahd0kT7h5ORVMM5w
- https://www.youtube.com/channel/UCBp5fW6m8u_wnZe5w2kDuRw
- https://podcasts.apple.com/us/podcast/well-balanced/id1724833559
- https://open.spotify.com/show/6mYQYvERiplyzN8ZuxkrSw?si=d26fa9fa56d54901&nd=1&dlsi=312a6472113646f9
- https://podcasts.apple.com/us/podcast/bedell-frazier-investment-counselling/id1643741303
- HTTPS://LINKEDIN.COM/COMPANY/VECTOR-WEALTH-MANAGEMENT-LLC
- HTTP://VECTORWEALTH.COM/
Official SEC filing: View on IAPD