Adam Sokolic
Chief Operations OfficerBluespring Wealth Management, LLCCRD 5445751
About Adam Sokolic
Adam Sokolic is listed as Chief Operations Officer at Bluespring Wealth Management, LLC in Austin, TX. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Bluespring Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Adam Sokolic work?
Adam Sokolic is listed as Chief Operations Officer at Bluespring Wealth Management, LLC on SEC Form ADV.
How much of Bluespring Wealth Management, LLC does Adam Sokolic own?
Form ADV reports a beneficial ownership band of Under 5%.
Bluespring Wealth Management, LLC
| Title | Chief Operations Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |