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BLUESPRING WEALTH MANAGEMENT, LLC

AUSTIN, TX · CRD 152667 · IAPD ↗ · bluespringwealthcalifornia.com · 737-443-2122

$5.43BRegulatory AUM
47Advisory reps
64Employees
8Clients
More than 500Planning clients
0Private funds
31States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
August 2026 — BLUESPRING WEALTH MANAGEMENT, LLC notice-filed in GA, MI, MO, NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
August 2026 — BLUESPRING WEALTH MANAGEMENT, LLC added office(s): 4 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
August 2026 — BLUESPRING WEALTH MANAGEMENT, LLC reported RAUM up 35% ($4.02B -> $5.43B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
August 2026 — BLUESPRING WEALTH MANAGEMENT, LLC grew from 31 to 47 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
July 2026 — BLUESPRING WEALTH MANAGEMENT, LLC moved its main office from MINNEAPOLIS, MN to AUSTIN, TX.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
55
July 2026 — BLUESPRING WEALTH MANAGEMENT, LLC added office(s): 0 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
July 2026 — BLUESPRING WEALTH MANAGEMENT, LLC notice-filed in HI, KY, LA, NV, OH, PA, VA, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
July 2026 — VECTOR WEALTH MANAGEMENT is now doing business as BLUESPRING WEALTH MANAGEMENT, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
75
July 2026 — BLUESPRING WEALTH MANAGEMENT, LLC reported RAUM up 144% ($1.64B -> $4.02B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
July 2026 — BLUESPRING WEALTH MANAGEMENT, LLC grew from 14 to 31 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
49
February 2026 — VECTOR WEALTH MANAGEMENT notice-filed in OR, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.