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
- Established Date
- 01-15-2010
- Office Locations
- 9
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.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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