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BLUESPRING WEALTH MANAGEMENT, LLC
CRD 152667File 801-70998
APPROVED
Retail clients
Custody
Filing as of Jul 1, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$5.43B
Top 25% of cohort (national)
Discretionary AUM
$5.40B
Non-discretionary $29.9M
Clients
3,250
10,596 accounts
Employees
64
Top 10% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jan 15, 2010
- Principal office
- 5707 SOUTHWEST PARKWAY, BLDG 2 STE 401, AUSTIN, TX, 78735
- Phone
- 737-443-2122
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.43B
- Discretionary AUM
- $5.40B
- Non-discretionary AUM
- $29.9M
- Discretionary accounts
- 10,546
- Non-discretionary accounts
- 50
- Total accounts
- 10,596
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 14 | $60.8M |
| Insurance companies | 1 | $2.3M |
| Charitable organizations | 18 | $58.6M |
| High net worth individuals | 1,253 | $4.09B |
| Banking or thrift institutions | 2 | $72.8M |
| Pension and profit sharing plans | 47 | $259.9M |
| State or municipal government entities | Fewer than 5 | $4.5M |
| Individuals (other than high net worth individuals) | 1,914 | $882.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 1, 2026 | Employees | 41 | 64 | increased by23 |
| Aug 1, 2026 | Clients | 1,839 | 3,250 | increased by1,411 |
| Aug 1, 2026 | AUM | $4,015,861,151 | $5,430,907,207 | increased by$1,415,046,056 |
| Aug 1, 2026 | Accounts | 6,286 | 10,596 | increased by4,310 |
| Jul 1, 2026 | Employees | 19 | 41 | increased by22 |
| Jul 1, 2026 | Clients | 853 | 1,839 | increased by986 |
| Jul 1, 2026 | AUM | $1,642,956,019 | $4,015,861,151 | increased by$2,372,905,132 |
| Jul 1, 2026 | Accounts | 3,155 | 6,286 | increased by3,131 |
| Apr 1, 2026 | Clients | 844 | 853 | increased by9 |
| Apr 1, 2026 | AUM | $1,488,809,873 | $1,642,956,019 | increased by$154,146,146 |
| Apr 1, 2026 | Accounts | 3,161 | 3,155 | decreased by6 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 21 | 19 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 987 | 844 | decreased by143 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,498,163,402 | $1,488,809,873 | decreased by$9,353,529 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BLUESPRING WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BLUESPRING WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.