Bluespring Wealth Management, LLC
● SEC registered since 2010CRD 152667SEC# 801-70998Austin, TX
Reg. AUM
$4.02B
Employees
41
Accounts
6,286
Location
Austin, TX
Bluespring Wealth Management, LLC assets under management
Bluespring Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Austin, TX. The firm has been registered since 2010. It reports $4 billion in regulatory assets under management and employs 41 people.
Bluespring Wealth Management, LLC owners & executives
18 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Sokolic Control | Chief Operations Officer | Under 5% | 2026 |
| Bluespring Wealth Holdco, Inc. Control | Owner | Over 75% | 2019 |
| Kyle William Faszholz Control | Director | Under 5% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does Bluespring Wealth Management, LLC manage?
Bluespring Wealth Management, LLC reports $4 billion in regulatory assets under management on its Form ADV.
How many employees does Bluespring Wealth Management, LLC have?
Bluespring Wealth Management, LLC reports 41 employees.
Where is Bluespring Wealth Management, LLC located?
Bluespring Wealth Management, LLC is based in Austin, TX and has been SEC-registered since 2010.
Does Bluespring Wealth Management, LLC disclose fund performance?
Bluespring Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5707 Southwest Parkway, Bldg 2 Ste 401, Austin, TX 78735 |
| Phone | 737-443-2122 |
| Office hours | 8:00 a.m.- 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$4.02B▲ 201%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 15%
Larger than 85% of 16,271 advisers
EmployeesTop 14%
More than 86% of 16,825 advisers
Assets under management
$4.02Bregulatory AUM
Discretionary $3.99BNon-discretionary $29.9M