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BLUESPRING WEALTH MANAGEMENT, LLC
CRD 152667File 801-70998
APPROVED
Retail clients
Custody
Filing as of Jul 1, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.