Bluespring Wealth Management, LLC
● SEC registered since 2010CRD 152667SEC# 801-70998Austin, TX
Reg. AUM
$5.43B
Employees
64
Accounts
10,596
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 $5.4 billion in regulatory assets under management and employs 64 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 |
| Pradeep Jayaraman Control | President | Under 5% | 2026 |
| Rochelle Beth Levy Control | Chief Compliance Officer | Under 5% | 2026 |
| Scott Matthew Zegers Control | Chief Financial Officer | Under 5% | 2026 |
| Kestra Advisor Services Holding a, Inc. Control | Owner | Over 75% | 2014 |
| Kestra Advisor Services Holding B, Inc. Control | Owner | Over 75% | 2014 |
| Kestra Advisor Services Holding C, Inc. Control | Owner | Over 75% | 2014 |
| Kestra Financial, Inc. Control | Owner | Over 75% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Bluespring Wealth Management, LLC manage?
Bluespring Wealth Management, LLC reports $5.4 billion in regulatory assets under management on its Form ADV.
How many employees does Bluespring Wealth Management, LLC have?
Bluespring Wealth Management, LLC reports 64 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
$5.43B▲ 307%
Jan '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 12%
Larger than 88% of 16,306 advisers
EmployeesTop 10%
More than 90% of 16,824 advisers
Assets under management
$5.43Bregulatory AUM
Discretionary $5.4BNon-discretionary $29.9M