Justin Amit
Investment adviser representative at Bluespring Wealth Management, LLC
25 yearsExperience
1 stateRegistered in
CFADesignation
$5.4BFirm assets
Are you Justin Amit? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
25 years in the industry.
- Bluespring Wealth Management, LLCMay 2026 to now
- Kestra Financial Inc.May 2026 to now
- Self EmployedAug 2001 to now
- Capital Planning Advisors LLCFeb 2026 to May 2026
- Bedell Frazier Investment Counselling, LLCFeb 2020 to May 2026
- Charles Schwab & Co., Inc.Feb 2019 to Feb 2020
- Bank of America, N.A.Apr 2014 to Mar 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2014 to Mar 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (CA).
Bluespring Wealth Management, LLC
$5.4BAssets managed
3,250Clients
45Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6209132
- Firm CRD
- 152667