B
$134.0M Total AUM
$128.0M Disc. AUM
-- 3Y CAGR
2 Employees
68 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-30-2025
- Office Locations
- 2
Office Locations
255 Primera Blvd Suite 160 Lake Mary FL
-- Simpsonville SC
About Bluestar Wealth Management
Bluestar Wealth Management is a Lake Mary-based RIA with 2 offices. The firm has been operating for 1 years. Managing $134.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
49 AVG AGE
$67.0M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
1.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
RICHARD ALLEN HUMPHREYS
Managing Partner
- CRD
- #3179578
- Ownership
- 50% but less than 75%
Available
Available
Available
J
JOHN DUSTIN RIGGS
Chief Compliance Officer, Managing Partner
- CRD
- #2670354
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $128,000,000 | $581,818 |
| Non-Discretionary | $6,000,000 | $1,000,000 |
| Total | $134,000,000 | $592,920 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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