CRD: 152667
Bluespring Wealth Management, LLC
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- Custodian
- Charles Schwab & Company · T. Rowe Price · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-15-2010
- Office Locations
- 8
Office Locations
About Bluespring Wealth Management, LLC
Vector Wealth Management provides comprehensive financial planning and investment management with a whole-picture approach beyond portfolio assets. The firm works with retirees and pre-retirees, business owners, real estate investors, and executives/professionals, integrating retirement income distribution, business transition planning, charitable giving, insurance/risk management, and divorce settlement planning. Publishes the weekly Well Balanced podcast with market updates and planning scenarios.
Reported data analysis
What the numbers show
Between October 7, 2025 and June 11, 2026, reported AUM increased 169.7%, from $1.5B to $4.0B.
Across 5 reported observations, AUM increased 168.1% between April 1, 2022 and June 11, 2026, from $1.5B to $4.0B.
Of the latest reported AUM, 99.3% is discretionary and 0.7% is non-discretionary.
The firm reports 47 advisory representatives and 3,258 clients, or 69.3 clients per representative. That equates to $1.7M in reported AUM per client.
The profile lists 8 reported office locations and 16 years in operation. The source data was last updated on July 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Bluespring Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Kyle William Faszholz
DIRECTOR
- CRD
- #5536162
- Ownership
- Less than 5%
Pradeep Jayaraman
President
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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JUSTIN AMIT
--
- CRD
- #6209132
Lora Marie Anstaett
--
- CRD
- #8199913
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,400,980,805 | $639,181 |
| Non-Discretionary | $29,926,402 | $598,528 |
| Total | $5,430,907,207 | $638,858 |
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Separately Managed Accounts
SMA allocation detail is available
Bluespring Wealth Management, LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Bluespring Wealth Management, LLC's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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