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BLUESTAR WEALTH MANAGEMENT

LAKE MARY, FL · CRD 337253 · IAPD ↗ · 888-788-6478

$139.8MRegulatory AUM
2Advisory reps
2Employees
0Clients
11-25Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
July 2025 — BLUESTAR WEALTH MANAGEMENT (LAKE MARY, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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