# Bluestar Wealth Management

> Bluestar Wealth Management is an SEC-registered investment advisory firm in Lake Mary, FL, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 30, 2026.

- CRD: 337253
- Filed as: BLUESTAR WEALTH MANAGEMENT
- Legal name: Blue Star Wealth Management LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lake Mary, FL
- Filing period: October 2026
- Form ADV filing dated: September 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/337253
- AdvisorCensus page: https://advisorcensus.com/firm/bluestar-wealth-management-lake-mary-fl-337253

## Quick answers

**How is Bluestar Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Bluestar Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Bluestar Wealth Management charge?**
Its Form ADV Part 2A brochure dated February 27, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Bluestar Wealth Management located?**
Bluestar Wealth Management's principal office is in Lake Mary, FL, according to its Form ADV.

**Is Bluestar Wealth Management registered with the SEC or a state?**
Bluestar Wealth Management is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 337253.

**How much does Bluestar Wealth Management manage?**
Bluestar Wealth Management reports $139,798,843 in regulatory assets under management in its Form ADV filing dated September 30, 2026 (95% discretionary).

**How have Bluestar Wealth Management's assets and staff changed since 2025?**
In the Form ADV data for Bluestar Wealth Management: Regulatory assets under management: $0 in the October 2025 data and $139,798,843 in the October 2026 data. Total employees: 2 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Bluestar Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (36); high net worth individuals (36); charitable organizations (1).

**Which custodians does Bluestar Wealth Management use?**
Bluestar Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Bluestar Wealth Management 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/337253

**Does Bluestar Wealth Management state an account minimum?**
Its Form ADV Part 2A brochure dated February 27, 2026 says: "There is no account minimum."

**What changed in Bluestar Wealth Management's recent Form ADV filings?**
In the December 2025 filing data: Regulatory assets under management went from $0 to $132,000,000.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 27, 2026)

- Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)

> BSWML charges clients a percentage of assets under management or a flat fee which shall not exceed 1.50% annually.

> These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.

- Account minimum: None

> There is no account minimum.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., 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: $139,798,843
- Discretionary: $132,476,516
- Non-discretionary: $7,322,327

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 36 | $13,960,169 |
| High net worth individuals | 36 | $125,577,477 |
| Banking or thrift institutions | 0 | $0 |
| 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) | 0 | $0 |
| Charitable organizations | 1 | $100,594 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $160,603 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NC, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $0 | 2 | June 24, 2025 |
| October 2026 | $139,798,843 | 2 | September 30, 2026 |

Regulatory assets under management: $0 in the October 2025 data and $139,798,843 in the October 2026 data.
Total employees: 2 in October 2025 and 2 in October 2026.

## Changes in the filing (last 12 months)

### December 2025
- Regulatory assets under management went from $0 to $132,000,000.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bluestar Wealth Management (CRD 337253): Form ADV filing data as of October 2026.