SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Bluespring Wealth Management, LLC
Austin, TX
CRD 152667
Firm filing updated July 1, 2026 ·
- $5.4BAssets
- 47Advisory staff
- 10,596Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals1,914
- High net worth individuals1,253
- Pension and profit sharing plans47
- Charities18
- Corporations or other businesses14
- and 2 more3
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 1,914 | $882.3 million |
| High net worth individuals | 1,253 | $4.1 billion |
| Banking or thrift institutions | 2 | $72.8 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 47 | $259.9 million |
| Charitable organizations | 18 | $58.6 million |
| State or municipal government entities (including government pension plans) | Fewer than 5 clients | $4.5 million |
| Insurance companies | 1 | $2.3 million |
| Corporations or other businesses not listed above | 14 | $60.8 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 5 services
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$5.4 billion
- Accounts10,596
- Discretionary$5.4 billion · 10,546 accounts
- Non-discretionary$29.9 million · 50 accounts
People
- Employees64
- Advisory staff47
- Broker-dealer reps0
- Licensed insurance agents9
- Planning clients1,500
Advisors
30 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 152667, SEC file 801-70998.
- Registered with the SEC as an investment advisor (status date on record: January 15, 2010).
Is Bluespring Wealth Management, LLC a fiduciary?
Short answer: Bluespring Wealth Management, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
9 staff are licensed insurance agents, the firm is itself an insurance broker or agent and the firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.