Data / Investment advisers / Texas / Bluespring Wealth Management, LLC
Bluespring Wealth Management, LLC, Austin, TX: $7.8 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Bluespring Wealth Management, LLC is an SEC registered investment adviser with its main office in Austin, Texas and reports $7.8 billion in regulatory assets under management in its Form ADV filed November 1, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Bluespring Wealth Management, LLC (CRD number 152667): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 152667
- SEC file number
- 801-70998
- SEC status
- Approved, effective January 15, 2010
- Main office
- 5707 Southwest Parkway BLDG 2 Ste 401, Austin, TX 78735
- Phone
- (737) 443-2122
- Website
- bluespringwealthcalifornia.com
- Regulatory AUM
- $7,823,012,963 in the Form ADV filed November 1, 2026
- Discretionary AUM
- $7,736,222,960
- Non discretionary AUM
- $86,790,003
- Accounts
- 24,201
- Employees
- 112, of which 70 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 14
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- November 1, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 1,893 | $5.55 billion |
| Individuals (other than high net worth individuals) | 6,127 | $1.74 billion |
| Pension and profit sharing plans | 72 | $325 million |
| Banking or thrift institutions | 2 | $72.8 million |
| Corporations or other businesses | 21 | $66.8 million |
| Charitable organizations | 23 | $60.4 million |
| State or municipal government entities | 1 | $4.5 million |
| Insurance companies | 1 | $2.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| November 2, 2026 | $7.82 billion | November 1, 2026 |
| August 3, 2026 | $5.43 billion | July 1, 2026 |
| July 1, 2026 | $4.02 billion | June 11, 2026 |
| April 1, 2026 | $1.64 billion | March 12, 2026 |
| December 1, 2025 | $1.49 billion | October 7, 2025 |
Other advisers in Austin
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Oasis Capital Partners (Texas) Inc. | Austin | $12.40 billion | 10 | adviserinfo.sec.gov |
| Hub Investment Partners, LLC | Austin | $11.88 billion | Not listed | adviserinfo.sec.gov |
| Yacktman Asset Management LP | Austin | $11.71 billion | 1 | adviserinfo.sec.gov |
| AB Private Credit Investors LLC | Austin | $11.36 billion | 24 | adviserinfo.sec.gov |
| Sapphire Ventures, LP | Austin | $10.44 billion | 18 | adviserinfo.sec.gov |
| Peak Rock Capital LLC | Austin | $7.28 billion | 29 | adviserinfo.sec.gov |
| Atom Investors LP | Austin | $6.83 billion | 2 | adviserinfo.sec.gov |
| Haveli Investment Management LLC | Austin | $6.03 billion | 6 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Austin, TX
- Investment advisers in Texas
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Bluespring Wealth Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.