LAKE MARY, FLCRD 337253Latest ADV February 27, 2026
Bluestar Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lake Mary, FL. Its latest Form ADV filing, dated February 27, 2026, reports $134M in regulatory assets under management, 2 employees, and 226 accounts.
Assets Under Management
$134M
Employees
2
Offices
--
Total Clients
68
Primary office
LAKE MARY, FL
255 PRIMERA BLVD, SUITE 160, LAKE MARY, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 50.0% of total clients.
Top client categories% of clientsClients
1
Individuals
50.0%
34
2
HNWI
50.0%
34
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$134Mas of February 27, 2026
Discretionary95.5%
$128M
96% of total RAUM95.5%
Non-discretionary4.5%
$6M
4% of total RAUM4.5%
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$134M
Total Accounts226
10Y AUM Change+$134M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee34:1
10Y Employee Change0 (0.0%)
* 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.