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BLUESTAR WEALTH MANAGEMENT
BLUE STAR WEALTH MANAGEMENT LLC
CRD 337253 · SEC 801-133780
255 PRIMERA BLVD, SUITE 160, LAKE MARY, FL, 32746, United States
Phone
888-788-6478
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$134.0M
Discretionary AUM
$128.0M
Team
2 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-27
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 34 | $16.0M |
| High net worth individuals | 34 | $118.0M |
States served
NC, SC, TX, FL
Official SEC filing: View on IAPD