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Firm profile

Bluespring Wealth Management, LLC

AUSTIN, TXCRD 152667Registration Status: ApprovedEffective since January 15, 2010Latest ADV July 1, 2026

Bluespring Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Austin, TX. Its latest Form ADV filing, dated July 1, 2026, reports $5.4B in regulatory assets under management, 64 employees, 7 offices, and 10,596 accounts.

Assets Under Management
$5.4B
Employees
64
Offices
7 offices
Total Clients
3,250
Primary office
AUSTIN, TX
5707 SOUTHWEST PARKWAY, BLDG 2 STE 401, AUSTIN, TX, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCORochelle B. Levy
CFOScott M. Zegers

Advisory services offered

5 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked Aug 22, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 58.9% of total clients.
Top client categories% of clientsClients
1
Individuals
58.9%
1,914
2
HNWI
38.6%
1,253
3
Pension Plans
1.4%
47
4
Charitable
0.6%
18
5
Corporations
0.4%
14
Additional categories (<0.1%)
Government<5 clients
Insurance Cos.<5 clients
Categories with <5 clients
State or municipal government entities (including govt. pension plans)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$5.4Bas of July 1, 2026
Discretionary99.4%
$5.4B
99% of total RAUM99.4%
Non-discretionary0.6%
$30M
1% of total RAUM0.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$5.4B
Total Accounts10,596
10Y AUM Change+$4.4B (+427.0%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees64
Clients per Employee51:1
10Y Employee Change+47 (+276.5%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.