Managing Partner and Co President · Bluestar Wealth Management
Richard A. Humphreys
CRD 3179578 · Named on Form ADV at one SEC-registered adviser
At a glance
Bluestar Wealth Management, an SEC-registered wealth manager based in Lake Mary, FL with $140 million in regulatory assets, lists Richard A. Humphreys on its Form ADV as Managing Partner and Co President, a control person.
Firms and roles
- Bluestar Wealth ManagementManaging Partner and Co PresidentWealth manager · Lake Mary, FL · $140M in regulatory assets
AtlasMembers
Richard’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- John D. RiggsManaging Partner, Co President, and Chief Compliance Officer, Bluestar Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Richard’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.