BLUESPRING WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2010

Total AUM

$4B

Discretionary

$4B

99% of AUM

Avg account

$639K

Accounts

6,286

Employees

Advisory reps

Firm details

Headquarters: AUSTIN, Texas
CRD number: 152667
Registered since: January 15, 2010
Website: www.vectorwealth.com
Custodians: CHARLES SCHWAB & CO., INC., T. ROWE PRICE INVESTMENT SERVICES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI76.84%
Individuals12.07%
Pension & Profit Sharing Plans6.35%
Banking / Thrift Institutions1.81%
Corporations / Businesses1.51%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Bluespring Wealth Management, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC since 2010. The firm serves both individual and family clients as well as institutional and business clients, offering financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting services, and selection of other advisers. Bluespring also operates as an insurance broker and maintains affiliations with broker-dealers, other investment advisers, trust companies, and insurance companies. The firm functions as a capital allocator, sourcing third-party managers and funds alongside using pooled vehicles and separately managed strategies. Its fee schedule includes percentage-of-AUM billing augmented by hourly and fixed-fee arrangements. Bluespring does not identify as an active ESG investor.