# Bluespring Wealth Management, LLC

> Bluespring Wealth Management, LLC is an SEC-registered investment advisory firm in Austin, TX, registered since 2010, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated July 1, 2026.

- CRD: 152667
- Filed as: BLUESPRING WEALTH MANAGEMENT, LLC
- Also doing business as: BLUESPRING WEALTH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: July 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/152667
- AdvisorCensus page: https://advisorcensus.com/firm/bluespring-wealth-management-llc-austin-tx-152667

## Quick answers

**How is Bluespring Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Bluespring Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Bluespring Wealth Management, LLC located?**
Bluespring Wealth Management, LLC's principal office is in Austin, TX, according to its Form ADV; the August 2026 filing also lists 6 other offices (Schedule D, Section 1.F).

**Is Bluespring Wealth Management, LLC registered with the SEC or a state?**
Bluespring Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 152667.

**How much does Bluespring Wealth Management, LLC manage?**
Bluespring Wealth Management, LLC reports $5,430,907,207 in regulatory assets under management in its Form ADV filing dated July 1, 2026 (99% discretionary).

**How have Bluespring Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Bluespring Wealth Management, LLC: Regulatory assets under management: $1,271,704,442 in the October 2021 data and $5,430,907,207 in the October 2026 data, up 327%. Total employees: 22 in October 2021 and 64 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Bluespring Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,914); high net worth individuals (1,253); pension and profit sharing plans (but not the plan participants or government pension plans) (47).

**Which custodians does Bluespring Wealth Management, LLC use?**
Bluespring Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and T. Rowe Price Investment Services, Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Bluespring Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/152667

**What changed in Bluespring Wealth Management, LLC's recent Form ADV filings?**
In the August 2026 filing data: Employees performing advisory functions went from 31 to 47. Regulatory assets under management went from $4,015,861,151 to $5,430,907,207 (+35%). Added an office in Cincinnati, OH. Added an office in Concord, OH. Added an office in Lexington, KY. Registered or notice-filed in GA, MI, MO, NJ.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- T. Rowe Price Investment Services, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $5,430,907,207
- Discretionary: $5,400,980,805
- Non-discretionary: $29,926,402

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,914 | $882,342,900 |
| High net worth individuals | 1,253 | $4,089,605,439 |
| Banking or thrift institutions | 2 | $72,763,665 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 47 | $259,898,729 |
| Charitable organizations | 18 | $58,570,431 |
| State or municipal government entities (including government pension plans) | 1 | $4,543,288 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 1 | $2,337,224 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 14 | $60,845,531 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2010 (16 years)
- Employees: 64 total, 47 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, GA, HI, IA, IL, IN, KS, KY, LA, MI, MN, MO, NC, ND, NE, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Cincinnati, OH
- Concord, OH
- Lexington, KY
- Minneapolis, MN
- Roseville, CA
- Walnut Creek, CA

### Websites listed on Form ADV (Item 1.I)
- bedellfrazier.com
- bluespringwealthcalifornia.com
- bluespringwealthkentucky.com
- bluespringwealthky.com
- bluespringwealthmidwest.com
- bluespringwealthoh.com
- bluespringwealthohio.com
- bluespringwealthrivervalley.com
- capitalplanningadvisors.com
- open.spotify.com/show/6mYQYvERiplyzN8ZuxkrSw
- podcasts.apple.com/us/podcast/bedell-frazier-investment-counselling/id1643741303
- podcasts.apple.com/us/podcast/well-balanced/id1724833559
- vectorwealth.com
- Facebook @BedellFrazier
- Facebook @VECTORWEALTHMANAGEMENT
- Facebook @capitalplanningadvisors
- Facebook facebook.com
- Instagram @bedellfrazierinvest
- LinkedIn @VECTOR-WEALTH-MANAGEMENT-LLC
- LinkedIn @bedell-investment-counselling
- LinkedIn @capital-planning-advisors-inc-
- LinkedIn @bluespring-river-valley
- YouTube @BluespringWealthRiverValley
- YouTube @UCBp5fW6m8u_wnZe5w2kDuRw
- YouTube @UCcrPNhQahd0kT7h5ORVMM5w

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,271,704,442 | 22 | September 10, 2021 |
| October 2022 | $1,498,163,402 | 21 | April 1, 2022 |
| October 2023 | $1,252,774,029 | 23 | August 28, 2023 |
| October 2024 | $1,333,843,885 | 20 | September 4, 2024 |
| October 2025 | $1,488,809,873 | 19 | June 5, 2025 |
| October 2026 | $5,430,907,207 | 64 | July 1, 2026 |

Regulatory assets under management: $1,271,704,442 in the October 2021 data and $5,430,907,207 in the October 2026 data, up 327%.
Total employees: 22 in October 2021 and 64 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Employees performing advisory functions went from 31 to 47.
- Regulatory assets under management went from $4,015,861,151 to $5,430,907,207 (+35%).
- Added an office in Cincinnati, OH.
- Added an office in Concord, OH.
- Added an office in Lexington, KY.
- Registered or notice-filed in GA, MI, MO, NJ.

### July 2026
- Added the business name Bluespring Wealth.
- Changed its legal name from SNS Financial Group, LLC to Bluespring Wealth Management, LLC.
- Employees performing advisory functions went from 14 to 31.
- Regulatory assets under management went from $1,642,956,019 to $4,015,861,151 (+144%).
- Added an office in Minneapolis, MN.
- Added an office in Roseville, CA.
- Added an office in Walnut Creek, CA.
- Registered or notice-filed in HI, KY, LA, NV, OH, PA, VA, WA.
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $1,488,809,873 to $1,642,956,019 (+10%).

### February 2026
- Registered or notice-filed in OR, SC.

### January 2026
- No longer registered or notice-filed in LA, MO, NJ, OH, OK, PA, SD, UT, VA.

### December 2025
- Employees performing advisory functions went from 17 to 14.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bluespring Wealth Management, LLC (CRD 152667): Form ADV filing data as of October 2026.