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BLUESTAR WEALTH MANAGEMENT
Legal name: BLUE STAR WEALTH MANAGEMENT LLC
CRD 337253File 801-133780
APPROVED
Retail clients
Custody
Filing as of Feb 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$134.0M
Bottom 25% of cohort (national)
Discretionary AUM
$128.0M
Non-discretionary $6.0M
Clients
68
226 accounts
Employees
2
Bottom 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jun 30, 2025
- Principal office
- 255 PRIMERA BLVD, SUITE 160, LAKE MARY, FL, 32746
- Phone
- 888-788-6478
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $134.0M
- Discretionary AUM
- $128.0M
- Non-discretionary AUM
- $6.0M
- Discretionary accounts
- 220
- Non-discretionary accounts
- 6
- Total accounts
- 226
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 34 | $118.0M |
| Individuals (other than high net worth individuals) | 34 | $16.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- 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.