Wealth manager, independent · Austin, TX
Bluespring Wealth Management, LLC
SEC-registered investment adviser · CRD 152667 · SEC 801-70998
At a glance
Bluespring Wealth Management, LLC is an SEC-registered investment adviser based in Austin, Texas, with $5.4B in regulatory assets under management as of its Form ADV filed July 1, 2026. It reports 3,167 individual clients, 1,253 of them high-net-worth, holding an average of about $1.6 million each, and 64 employees. That ranks it 194th among the nation’s 5,657 independent wealth management RIAs and 9th of 367 in Texas. It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and T. Rowe Price Investment Services.
Up $1.4B from $4.0B in its previous filing; rank 280 → 194. This month’s movers →
Main office 737-443-2122bluespringwealthoh.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $5.4B
- Rank among independent wealth managers
- #194 of 5,657
- Rank among all SEC RIAs
- #1,980 of 17,210
- Rank in Texas
- #9 of 367
- Individual clients
- 3,167
- High-net-worth clients
- 1,253
- Accounts
- 10,596
- Discretionary
- 99% of AUM
- Employees
- 64
- Advisory staff
- 47
- Offices
- 8
Owners and executives on its Form ADV
- Pradeep JayaramanPresident
- Scott M. ZegersChief Financial Officer
- Kyle W. FaszholzDirector
- Adam SokolicChief Operations Officer
- Rochelle B. LevyChief Compliance Officer
Custody and brokerage
Broker-dealer
Affiliated broker-dealer
It names an affiliated broker-dealer: Kestra Investment Services, LLC.
- Kestra Investment Services, LLC ↗CRD 42046
An introducing broker-dealer: its trades clear through another firm, which holds the brokerage accounts. Its annual audited report filed with the SEC, March 2026
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 1,253 | $4.1B | 75% |
| Individuals | 1,914 | $882M | 16% |
| Pension and profit sharing plans | 47 | $260M | 5% |
| Banking or thrift institutions | 2 | $73M | 1% |
| Corporations or other businesses | 14 | $61M | 1% |
| Charitable organizations | 18 | $59M | 1% |
| State or municipal government entities | 1 | $5M | <1% |
| Insurance companies | 1 | $2M | <1% |
Disciplinary disclosures
Bluespring Wealth Management, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗bluespringwealthoh.com ↗
AtlasMembers
The full record on Bluespring Wealth Management, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 758 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Texas
All of Texas →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Americana Partners, LLCHouston | $9.1B | 1,627 |
| Sendero Wealth Management, LLCSAN Antonio | $6.5B | 331 |
| Integrated Advisors Network LLCDallas | $5.5B | 7,363 |
| True North Advisors, LLCDallas | $5.4B | 1,022 |
| Linscomb Wealth, Inc.Houston | $5.2B | 1,640 |
| Cain, Watters & Associates, LLCFrisco | $5.0B | 2,274 |
Background
Questions
How much does Bluespring Wealth Management, LLC manage?
Bluespring Wealth Management, LLC reports $5.4B in regulatory assets under management across 10,596 accounts, 99% of it on a discretionary basis, on its Form ADV filed July 1, 2026.
How many clients does Bluespring Wealth Management, LLC have?
It reports 3,167 individual clients: 1,253 high-net-worth individuals and 1,914 other individuals. Individuals account for about 92% of its regulatory assets.
Where is Bluespring Wealth Management, LLC headquartered?
Its main office is in Austin, Texas. It reports 8 offices in total and 64 employees, 47 of whom perform investment advisory functions.
How does Bluespring Wealth Management, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Bluespring Wealth Management, LLC use?
It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and T. Rowe Price Investment Services. On Schedule D of its Form ADV filed July 1, 2026, it reports these amounts held: Charles Schwab ($3.4B); T. Rowe Price Investment Services ($205M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Bluespring Wealth Management, LLC a hybrid RIA with a broker-dealer?
It names an affiliated broker-dealer: Kestra Investment Services, LLC.
Is Bluespring Wealth Management, LLC a fiduciary?
As an SEC-registered investment adviser, Bluespring Wealth Management, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Bluespring Wealth Management, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-01), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →