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BLUESPRING WEALTH MANAGEMENT, LLC

CRD 152667 · SEC 801-70998

Visit website

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

TypeClientsAUM
Individuals868$484.6M
High net worth individuals892$3.09B
Banking/thrift institutions2$72.8M
Pension/profit sharing plans46$254.8M
Charitable organizations16$52.3M
State/municipal entities1$4.5M
Corporations/business entities14$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

Official SEC filing: View on IAPD