Anthony Bertuol Okun
Investment adviser representative at Bluespring Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
$5.4BFirm assets
16 yearsFirm in business
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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
11 years in the industry.
- Bluespring Wealth Management, LLCMay 2026 to now
- Kestra Financial Inc.May 2026 to now
- Bedell Frazier Investment CounsellingFeb 2026 to May 2026
- Capital Planning Advisors, LLCJun 2022 to May 2026
- SchoolAug 2020 to Jun 2022
- Finnegan's MarinNov 2016 to Aug 2020
- In n OutSep 2015 to Nov 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
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
- 7610672
- Firm CRD
- 152667