This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

BLUESPRING WEALTH MANAGEMENT, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65

First exam

Oct 24, 2022

First registration

Oct 24, 2022

Dual registered

no

IAPD individual key

7610672

• Occurred

  Jun 8, 2026
  Advisor changed firm

  Anthony Bertuol Okun left Bedell Frazier Investment Counselling, Llc. for Bluespring Wealth Management, Llc (registered 2026-05-20)

  Form ADVobserved 5 days ago
• Occurred

  Jun 8, 2026
  Advisor changed firm

  Anthony Bertuol Okun left Capital Planning Advisors Llc for Bedell Frazier Investment Counselling, Llc. (registered 2026-03-04)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:eb100c37-d18f-47c2-67a2-41c81c3a49c4

First observed

Oct 24, 2022

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.