DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Bluespring Wealth Management, LLC

Independent wealth managerAustin, TexasCRD 152667SEC 801-70998website IAPD

Latest filing Jul 1, 2026

First filing on the tape Nov 8, 2011 · 85 filings

SEC status approved since Jan 15, 2010

RAUM

$5.4B

reported, Item 5.F

Discretionary

99%

of RAUM

Private clients

92%

$5.0B individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$118M

derived; firm RAUM over IAPD count

Employees

47 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

85 filings and snapshots on the tape

RAUM$5.4B as of Jul 1, 2026

Feb 3, 2012$56.1M then

HNW client RAUM$4.1B as of Jul 1, 2026

Mar 28, 2018$788M then

State-registered IARs (5.B.3)41 as of Jul 1, 2026

Mar 28, 20134 then

Employees (5.A)64 as of Jul 1, 2026

Mar 28, 20135 then

Private funds: no history

RAUM +265% over the last fiscal year+63% a year over threeIARs 17 to 41offices 0 to 7

Practice profile

derived from the filing of Jul 1, 2026; every figure names its basis

Archetypes, each a printed rule

Consolidator · three or more firms absorbed (half or more of their registered advisors moved to this adviser within 14 days) in 24 months
HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients

RAUM per advisor: $118MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 69derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $3.3MderivedHNW RAUM over HNW clients
Average account: $512,543derivedRAUM over accounts (5.F.2.f)
Discretionary: 99%derivedof RAUM
Institutional: 6.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 1.4derivedItem 5.A over advisors
Advisors per office: 5.8derived8 offices incl. principal (1.F.5)
RAUM growth, one year: +10%derivedbetween the last two annual amendments
Advisor growth, one year: -82%derivedItem 5.B.3 between annual amendments
Client growth, one year: +1.2%derived
Compensation: percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities: financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisersreportedItem 5.G
Financial planning clients: 1,500reportedItem 5.H
Custody: $2.3B, 2,252 clientsreportedItem 9.A
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Firms absorbed, 24 months: 4derivedhalf or more of a firm's advisors moved here within 14 days
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

is an insurance broker or agent (6.A.6)
buys or sells securities as principal to or from clients (8.A.2)
has discretionary authority over which securities are bought or sold (8.C.1)
receives research or other products from a broker-dealer, soft dollars (8.E)
compensates persons for client referrals (8.G.1)
compensates non-employees for client referrals (8.G.2)
has custody of client cash or bank accounts (9.A.1.a)
has custody of client securities (9.A.1.b)

Where the RAUM sits

Form ADV Item 5.D, latest filing

High-net-worth individuals$4.1B75%
Individuals$882M16%
Pension and profit-sharing plans$260M4.8%
Banks and thrifts$72.8M1.3%
Corporations and businesses$60.8M1.1%
Charitable organizations$58.6M1.1%
State and municipal entities$4.5M0.1%
Insurance companies$2.3M0.0%

Individual clients: 1,914reported
HNW clients: 1,253reported
Pension plan clients: 47reported
Charitable clients: 18reported
Accounts: 10,596reported
Financial planning clients: 1,500reported
Wrap fee programs: noreported
Custody of client assets: $2.3B for 2,252 clientsreported
Compensation: % of AUM, fixed, hourlyreported
Class basis: private_client_share=0.92 fund_share=0.0 institutional_share=0.06 related_bd=true related_bank=false bd_reps=0.0derived

Advisors registered through the firm

46 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
Joseph Charles GrochowskiCertified Financial Planner, Chartered Financial Consultant	Austin, Tx	Feb 3, 2017	23 y	1
Sharon Lee CalhounCertified Financial Planner, Chartered Financial Consultant	Minneapolis, Mn	Feb 9, 2017	26 y	1
Jason Douglas RanalloChartered Financial Analyst	Austin, Tx	Apr 5, 2017	20 y	1
Thomas Gifford Fee	Austin, Tx	Apr 6, 2017	34 y	1
David Robert MoserCertified Financial Planner	Minneapolis, Mn	Apr 24, 2018	14 y	1
Christopher Michael WagnerCertified Financial Planner	Austin, Tx	Aug 24, 2018	14 y	1
Jacob Alan Ranallo	Minneapolis, Mn	Apr 1, 2019	15 y	0
Michael James NesheimCertified Financial Planner	Austin, Tx	Apr 2, 2019	22 y	2
Suzanne Marie Klapperich	Minneapolis, Mn	Apr 20, 2019	27 y	0
Charles Amlie GruysCertified Financial Planner	Austin, Tx	Jun 18, 2019	18 y	2
Kyle William Faszholz	Austin, Tx	Sep 18, 2023	18 y	5
John Harrison Bina	Austin, Tx	Apr 8, 2024	12 y	0
Elena DantCertified Financial Planner	Austin, Tx	Sep 26, 2025	19 y	0
Michael Gray Frazier	Walnut Creek, , Ca	May 20, 2026	24 y	2
Cameron Allen Jamison	Austin, Tx	May 20, 2026	13 y	2
Justin AmitChartered Financial Analyst	Austin, Tx	May 20, 2026	25 y	4
Meredith Miriam Rosen	Walnut Creek , Ca	May 20, 2026	22 y	2
Lalith Tirumalasetty	Austin, Tx	May 20, 2026	11 y	1
James Fredric Mccarthy	Austin, Tx	May 20, 2026	36 y	3
John Joseph Edelen	Walnut Creek, Ca	May 20, 2026	22 y	2
Jason William Martin	Austin, Tx	May 20, 2026	23 y	10
Anthony Bertuol Okun	Roseville, Ca	May 20, 2026	11 y	2
John Chang	Walnut Creek, Ca	May 20, 2026	25 y	6
John Thomas Mooser	Austin, Tx	May 20, 2026	10 y	2
Terry Kin ChiuCertified Financial Planner, Chartered Financial Analyst	Roseville, Ca	May 20, 2026	11 y	2
Lawrence Arthur Hansen	Roseville, Ca	May 21, 2026	34 y	4
Deborah Noroian MitchellCertified Financial Planner, Chartered Financial Analyst	Walnut Creek, Ca	May 22, 2026	14 y	2
Michael Anthony Sollazzo	Austin, Tx	May 22, 2026	13 y	2
Michael Alan Harris	Walnut Creek, Ca	May 26, 2026	20 y	2
Abraham Garcia	Austin, Tx	May 27, 2026	10 y	3
Kaylie B Wise	Austin, Tx	Jun 12, 2026	11 y	1
Jeffrey Earl DaniherCertified Financial Planner	Cincinnati, Oh	Jun 18, 2026	27 y	3
Michele R DaniherCertified Financial Planner	Austin, Tx	Jun 18, 2026	14 y	2
John Stephen Hannan	Cincinnati, Oh	Jun 18, 2026	11 y	2
John Bradley Ritter	Cincinnati, Oh	Jun 18, 2026	11 y	1
Christopher Charles EntringerCertified Financial Planner	Cincinnati, Oh	Jun 18, 2026	29 y	5
Ronda L KoehlerCertified Financial Planner	Austin, Tx	Jun 18, 2026	26 y	3
Ryan Robert RobaughCertified Financial Planner	Austin, Tx	Jun 18, 2026	25 y	3
John Kenneth RitterCertified Financial Planner	Austin, Tx	Jun 18, 2026	30 y	3
Lora Marie AnstaettCertified Financial Planner	Cincinnati, Oh	Jun 18, 2026	12 y	1

All 46 advisors at Bluespring Wealth Management, LLC

Advisor movement

0 left, 33 joined in 12 months

net +33 in 12 months0 left in 90 days6 joined in 90 daysdeparture rate 0.0% of current headcount3 left over 36 months

Left, latest

James Scott Rose to Zacks Investment Management, Inc.
Aug 4, 2025 · RIA to RIA
Anthony Welle to Farmstead Financial
Dec 13, 2024 · Other
Todd Christopher Stueve to Gambit Capital Management, LLC
Oct 16, 2023 · RIA to RIA
John Edward Tenley to Summit Advisor Group
Jun 12, 2023 · RIA to a state-registered adviser
Tyler Jon Schelhaas to Gambit Capital Management, LLC
Dec 20, 2022 · RIA to RIA
Michael Bailey Mayer to Willow Creek Financial
May 9, 2022 · RIA to RIA
Daniel John Powers to Gambit Capital Management, LLC
Mar 29, 2022 · RIA to RIA
Robert Paul Lawson to Palisade Asset Management, LLC
Jul 8, 2020 · RIA to RIA
Kyle Collin Matkaitis to Whisper Wealth Builders
Jul 8, 2020 · RIA to a state-registered adviser
Eric Arndt to Blue Water Wealth
May 27, 2020 · RIA to RIA
Derek Blankenship to Edward Jones
May 29, 2019 · RIA to affiliated broker-dealer or bank
William Henry Fondell to All Terrain Financial Advisors
Apr 17, 2018 · RIA to RIA
Brian James Skolte to All Terrain Financial Advisors
May 25, 2017 · Other
Joseph Lee Van Dam to All Terrain Financial Advisors
May 25, 2017 · Other
Amy Marie Pavlis to All Terrain Financial Advisors
Apr 10, 2017 · Other

Joined, latest

Donald Christian Nielsen from Alight Financial Advisors, LLC
Jul 24, 2026 · RIA to RIA
Andrew Durant from Joule Financial, LLC
Jun 24, 2026 · RIA to RIA
Daniel Joseph Czulno from Joule Financial, LLC
Jun 24, 2026 · RIA to RIA
Logan Steven Gilland from Joule Financial, LLC
Jun 24, 2026 · RIA to RIA
Allison Loraine Howard from Joule Financial, LLC
Jun 24, 2026 · RIA to RIA
Robert Vinson Bunting from Joule Financial, LLC
Jun 24, 2026 · RIA to RIA
Lora Marie Anstaett from Ritter Daniher Financial Advisory LLC
Jun 18, 2026 · RIA to RIA
Ryan Robert Robaugh from Ritter Daniher Financial Advisory LLC
Jun 18, 2026 · RIA to RIA
John Kenneth Ritter from Ritter Daniher Financial Advisory LLC
Jun 18, 2026 · RIA to RIA
John Bradley Ritter from Ritter Daniher Financial Advisory LLC
Jun 18, 2026 · RIA to RIA
Christopher Charles Entringer from Ritter Daniher Financial Advisory LLC
Jun 18, 2026 · RIA to RIA
Jeffrey Earl Daniher from Ritter Daniher Financial Advisory LLC
Jun 18, 2026 · RIA to RIA
Ronda L Koehler from Ritter Daniher Financial Advisory LLC
Jun 18, 2026 · RIA to RIA
Michele R Daniher from Ritter Daniher Financial Advisory LLC
Jun 18, 2026 · RIA to RIA
John Stephen Hannan from Ritter Daniher Financial Advisory LLC
Jun 18, 2026 · RIA to RIA

Every departure Every arrival

Teams: two or more advisors moving together within fourteen days, from one state

2 left for All Terrain Financial Advisors
May 25, 2017 · Austin, Tx

10 joined from Ritter Daniher Financial Advisory LLC
Jul 8, 2026 · Cincinnati, Oh · Firm absorbed
5 joined from Joule Financial, LLC
Jul 8, 2026 · Lexington, Ky · Firm absorbed
8 joined from Bedell Frazier Investment Counselling, LLC.
Jun 8, 2026 · Walnut Creek, Ca · Firm absorbed
9 joined from Capital Planning Advisors LLC
Jun 8, 2026 · Roseville, Ca · Firm absorbed
5 joined from Vector Wealth Management, LLC
May 8, 2017 · Minneapolis, Mn · Firm absorbed

Teams out Teams in

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

Lee Sharon Calhoun · Vice Presidentcontrol
since 11/2019 · owns less than 5%
William Kyle Faszholz · Directorcontrol
since 06/2026 · owns less than 5%
Gifford Thomas Fee · Presidentcontrol
since 11/2019 · owns 5% to 10%
Pradeep Jayaraman · Presidentcontrol
since 06/2026 · owns less than 5%
Marie Suzanne Klapperich · Chief Compliance Officercontrol
since 01/2017 · owns less than 5%
Beth Rochelle Levy · Chief Compliance Officercontrol
since 06/2026 · owns less than 5%
Douglas Jason Ranallo · Vice Presidentcontrol
since 11/2019 · owns less than 5%
Adam Sokolic · Chief Operations Officercontrol
since 06/2026 · owns less than 5%
Matthew Scott Zegers · Chief Financial Officercontrol
since 06/2026 · owns less than 5%

Entity owners

Bluespring Wealth Holdco, Inc. · Owner
direct · owns 75% or more
Bluespring Wealth Partners, LLC · Owner
direct · owns 75% or more
Kestra Advisor Services Holding A, Inc. · Owner
indirect · owns 75% or more of Kestra Advisor Services Holding B, Inc.
Kestra Advisor Services Holding B, Inc. · Owner
indirect · owns 75% or more of Kestra Advisor Services Holding C, Inc.
Kestra Advisor Services Holding C, Inc. · Owner
indirect · owns 75% or more of Kestra Financial, Inc.
Kestra Financial, Inc. · Owner
indirect · owns 75% or more of Bluespring Wealth Partners, LLC
Kingfisher Holding A, Inc. · Owner
indirect · owns 75% or more of Kingfisher Holding B, Inc.
Kingfisher Holding B, Inc. · Owner
indirect · owns 75% or more of Kestra Advisor Services Holding A, Inc.
Kingfisher Holding, L.P. · General Partner
indirect · owns F of Kingfisher Holding A, Inc.
Warburg Pincus Financial Sector, L.P. · Indirect Owner
indirect · owns 75% or more of Kingfisher Holding, L.P.

Related persons

Schedule D 7.A

American Financial Solutions, Inc.
real estaten
Ardentrust Company
n
Beacon Financial Group
investment advisernRAUM $1.3B
Bedell Frazier Investment Counselling, LLC.
investment advisernRAUM $872M
Bernard R. Wolfe & Associates, Inc.
real estaten
Capital Planning Advisors LLC
investment advisernRAUM $1.5B
Compass Capital Management Inc.
real estaten
Goldstein Advisors, LLC
investment advisernRAUM $1.1B
Hedeker Wealth LLC
investment advisernRAUM $595M
Hickory Asset Management, Inc.
investment advisernRAUM $249M
Hughes Financial Services, LLC
investment advisernRAUM $760M
Joule Financial, LLC
investment advisernRAUM $479M
Kestra Advisory Services, LLC
investment advisernRAUM $80B
Kestra Institutional Services, LLC
investment advisern
Kestra Insurance Services, LLC
real estaten
Kestra Investment Management, LLC.
investment advisernRAUM $4.3B
Nfp Advisor Services, LLC
broker-dealernRAUM $12B
Kestra Private Wealth Services, LLC
investment advisernRAUM $13B
Oklahoma Financial Center, Inc.
real estaten
Provise Management Group, LLC
investment advisernRAUM $2.0B
Ritter Daniher Financial Advisory LLC
investment advisernRAUM $936M
Rodgers & Associates
investment advisernRAUM $1.6B

Advisers that list Bluespring Wealth Management, LLC as a related person

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined
Austin, Tx · principal	46	35
Minneapolis, Mn	12	1
Cincinnati, Oh	9	9
Walnut Creek, Ca	9	9
Roseville, Ca	8	8
Lexington, Ky	5	5
Concord, Oh	2	2

Post-acquisition retention

advisors of absorbed firms still registered here after the move

Firms absorbed: 5 since 2015, 4 in 24 monthsderived
Advisors acquired: 37derived
Still registered after 90 days: 100% of 22derived
After 180 days: 100% of 5derived
After 365 days: 100% of 5derived
After 730 days: 100% of 5derived
Team lift-outs after: 1derivedteams that left this firm within two years of an absorption

Lower bound: a person who left the industry is on neither side of the tape, and a re-registration to an affiliated CRD of the same group counts as a departure.

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

ADV anomalies

10 against comparable advisers; where to look, not conclusions

control person changedChange between filings · filing Jul 1, 2026
FEE, THOMAS, GIFFORD (PRESIDENT) left Schedule A between the filings of 2020-01-24 and 2026-07-01
peers: independent wealth managers, $5B to $20B (289)
control person changedChange between filings · filing Jul 1, 2026
Zegers, Scott, Matthew (CHIEF FINANCIAL OFFICER) appeared on Schedule A between the filings of 2020-01-24 and 2026-07-01
peers: independent wealth managers, $5B to $20B (289)
control person changedChange between filings · filing Jul 1, 2026
Jayaraman, Pradeep (PRESIDENT) appeared on Schedule A between the filings of 2020-01-24 and 2026-07-01
peers: independent wealth managers, $5B to $20B (289)
control person changedChange between filings · filing Jul 1, 2026
SOKOLIC, ADAM (CHIEF OPERATIONS OFFICER) appeared on Schedule A between the filings of 2020-01-24 and 2026-07-01
peers: independent wealth managers, $5B to $20B (289)
control person changedChange between filings · filing Jul 1, 2026
Faszholz, Kyle, William (DIRECTOR) appeared on Schedule A between the filings of 2020-01-24 and 2026-07-01
peers: independent wealth managers, $5B to $20B (289)
control person changedChange between filings · filing Jul 1, 2026
Levy, Rochelle, Beth (CHIEF COMPLIANCE OFFICER) appeared on Schedule A between the filings of 2020-01-24 and 2026-07-01
peers: independent wealth managers, $5B to $20B (289)
control person changedChange between filings · filing Jul 1, 2026
CALHOUN, SHARON, LEE (VICE PRESIDENT) left Schedule A between the filings of 2020-01-24 and 2026-07-01
peers: independent wealth managers, $5B to $20B (289)
control person changedChange between filings · filing Jul 1, 2026
KLAPPERICH, SUZANNE, MARIE (CHIEF COMPLIANCE OFFICER) left Schedule A between the filings of 2020-01-24 and 2026-07-01
peers: independent wealth managers, $5B to $20B (289)
control person changedChange between filings · filing Jul 1, 2026
RANALLO, JASON, DOUGLAS (VICE PRESIDENT) left Schedule A between the filings of 2020-01-24 and 2026-07-01
peers: independent wealth managers, $5B to $20B (289)
advisor count dropChange between filings · filing Mar 12, 2026
advisory representatives (Item 5.B.3) moved from 17.0 to 3.0 (-82.0%) between the annual amendments of 2025-03-27 and 2026-03-12; the peer median change was +6.0% (220 comparable advisers, 1.0th percentile of changes)
peers: independent wealth managers, $5B to $20B (220) · 1.4% percentile

How anomalies are measured

What changed

consecutive filings, newest first

Accounts · 6,286 to 10,596
Jun 11, 2026 to Jul 1, 2026
Advisory employees · 31 to 47
Jun 11, 2026 to Jul 1, 2026
Charity clients · 16 to 18
Jun 11, 2026 to Jul 1, 2026
HNW clients · 892 to 1,253
Jun 11, 2026 to Jul 1, 2026
Individual clients · 868 to 1,914
Jun 11, 2026 to Jul 1, 2026
Pension plan clients · 46 to 47
Jun 11, 2026 to Jul 1, 2026
Assets in custody · $2.0B to $2.3B
Jun 11, 2026 to Jul 1, 2026
Employees · 41 to 64
Jun 11, 2026 to Jul 1, 2026
State-registered IARs · 25 to 41
Jun 11, 2026 to Jul 1, 2026
Other offices · 4 to 7
Jun 11, 2026 to Jul 1, 2026
Discretionary RAUM · $4.0B to $5.4B
Jun 11, 2026 to Jul 1, 2026
HNW RAUM · $3.1B to $4.1B
Jun 11, 2026 to Jul 1, 2026
Individual RAUM · $485M to $882M
Jun 11, 2026 to Jul 1, 2026
Pension RAUM · $255M to $260M
Jun 11, 2026 to Jul 1, 2026
RAUM · $4.0B to $5.4B
Jun 11, 2026 to Jul 1, 2026
Accounts · 3,155 to 6,286
Mar 12, 2026 to Jun 11, 2026
Advisory employees · 14 to 31
Mar 12, 2026 to Jun 11, 2026
Advisory activities · 3 to 5
Mar 12, 2026 to Jun 11, 2026
Business name · VECTOR WEALTH MANAGEMENT to BLUESPRING WEALTH MANAGEMENT, LLC
Mar 12, 2026 to Jun 11, 2026
Charity clients · 2 to 16
Mar 12, 2026 to Jun 11, 2026
Corporate clients · 0 to 14
Mar 12, 2026 to Jun 11, 2026
HNW clients · 467 to 892
Mar 12, 2026 to Jun 11, 2026
Individual clients · 382 to 868
Mar 12, 2026 to Jun 11, 2026
Pension plan clients · 1 to 46
Mar 12, 2026 to Jun 11, 2026
Assets in custody · $679M to $2.0B
Mar 12, 2026 to Jun 11, 2026
Employees · 19 to 41
Mar 12, 2026 to Jun 11, 2026
Insurance-licensed employees · 0 to 1
Mar 12, 2026 to Jun 11, 2026
HQ city · MINNEAPOLIS to AUSTIN
Mar 12, 2026 to Jun 11, 2026
HQ state · MN to TX
Mar 12, 2026 to Jun 11, 2026
State-registered IARs · 3 to 25
Mar 12, 2026 to Jun 11, 2026
Legal name · SNS FINANCIAL GROUP, LLC to BLUESPRING WEALTH MANAGEMENT, LLC
Mar 12, 2026 to Jun 11, 2026
Other offices · 0 to 4
Mar 12, 2026 to Jun 11, 2026
Discretionary RAUM · $1.6B to $4.0B
Mar 12, 2026 to Jun 11, 2026
HNW RAUM · $1.4B to $3.1B
Mar 12, 2026 to Jun 11, 2026
Individual RAUM · $190M to $485M
Mar 12, 2026 to Jun 11, 2026
Pension RAUM · $300,307 to $255M
Mar 12, 2026 to Jun 11, 2026
RAUM · $1.6B to $4.0B
Mar 12, 2026 to Jun 11, 2026
Accounts · 3,161 to 3,155
Jan 23, 2026 to Mar 12, 2026
Corporate clients · 1 to 0
Jan 23, 2026 to Mar 12, 2026
HNW clients · 425 to 467
Jan 23, 2026 to Mar 12, 2026

Signals

25 dated events

Ritter Daniher Financial Advisory LLC's advisors moved to Bluespring Wealth Management, LLC (Cincinnati, OH): 10 of 10 registered, on the same day
Jul 8, 2026 · Firm absorbed (people side) · derived
Joule Financial, LLC's advisors moved to Bluespring Wealth Management, LLC (Lexington, KY): 5 of 5 registered, on the same day
Jul 8, 2026 · Firm absorbed (people side) · derived
Bluespring Wealth Management, Llc reported RAUM $5.4B, up 35% from $4.0B (2026-06-11 to 2026-07-01)
Jul 1, 2026 · RAUM change · derived
Bluespring Wealth Management, Llc reported 41 state-registered advisory representatives, up from 25 (2026-06-11 to 2026-07-01)
Jul 1, 2026 · Advisor headcount change · derived
Bluespring Wealth Management, Llc reported RAUM $4.0B, up 144% from $1.6B (2026-03-12 to 2026-06-11)
Jun 11, 2026 · RAUM change · derived
Bluespring Wealth Management, Llc reported 25 state-registered advisory representatives, up from 3 (2026-03-12 to 2026-06-11)
Jun 11, 2026 · Advisor headcount change · derived
Capital Planning Advisors LLC's advisors moved to Bluespring Wealth Management, LLC (Roseville, CA): 9 of 15 registered, a day apart
Jun 8, 2026 · Firm absorbed (people side) · derived
Bedell Frazier Investment Counselling, LLC.'s advisors moved to Bluespring Wealth Management, LLC (Walnut Creek, CA): 8 of 16 registered, a day apart
Jun 8, 2026 · Firm absorbed (people side) · derived
Bluespring Wealth Management, Llc reported 2 state-registered advisory representatives, down from 17 (2025-06-05 to 2025-08-22)
Aug 22, 2025 · Advisor headcount change · derived
James Scott Rose left Bluespring Wealth Management, Llc for Zacks Investment Management, Inc. (registered 2025-09-23)
Aug 4, 2025 · Advisor changed firm · fact
Anthony Welle left Bluespring Wealth Management, Llc for Farmstead Financial (registered 2025-02-19)
Dec 13, 2024 · Advisor changed firm · fact
Christopher Todd Stueve (Vice President) no longer on Schedule A of Bluespring Wealth Management, Llc (listed 2023-10-16, absent 2023-12-11)
Dec 11, 2023 · Control person left · inference
Todd Christopher Stueve left Bluespring Wealth Management, Llc for Gambit Capital Management, Llc (registered 2025-05-27)
Oct 16, 2023 · Advisor changed firm · fact
John Edward Tenley left Bluespring Wealth Management, Llc for Summit Advisor Group (registered 2023-04-07)
Jun 12, 2023 · Advisor changed firm · fact
Jon Tyler Schelhaas (Vice President) no longer on Schedule A of Bluespring Wealth Management, Llc (listed 2023-03-15, absent 2023-06-12)
Jun 12, 2023 · Control person left · inference
Tyler Jon Schelhaas left Bluespring Wealth Management, Llc for Gambit Capital Management, Llc (registered 2024-01-16)
Dec 20, 2022 · Advisor changed firm · fact
Michael Bailey Mayer left Bluespring Wealth Management, Llc for Willow Creek Financial (registered 2022-06-01)
May 9, 2022 · Advisor changed firm · fact
Daniel John Powers left Bluespring Wealth Management, Llc for Gambit Capital Management, Llc (registered 2022-03-03)
Mar 29, 2022 · Advisor changed firm · fact
John Daniel Powers (Vice President) no longer on Schedule A of Bluespring Wealth Management, Llc (listed 2022-03-24, absent 2022-03-29)
Mar 29, 2022 · Control person left · inference
Van Joel Bennett (Assistant Vice President) appeared on Schedule A of Bluespring Wealth Management, Llc
Jan 24, 2020 · Control person joined · fact
Patrick John Vanderheyden (Assistant Vice President) appeared on Schedule A of Bluespring Wealth Management, Llc
Jan 24, 2020 · Control person joined · fact
Yin Yin (Assistant Vice President) appeared on Schedule A of Bluespring Wealth Management, Llc
Jan 24, 2020 · Control person joined · fact
Bredt Robert Norwood (Assistant Vice President & Secretary) appeared on Schedule A of Bluespring Wealth Management, Llc
Jan 24, 2020 · Control person joined · fact
Ann Lori Markham (Assistant Secretary) appeared on Schedule A of Bluespring Wealth Management, Llc
Jan 24, 2020 · Control person joined · fact
Douglas Jason Ranallo (Vice President) appeared on Schedule A of Bluespring Wealth Management, Llc
Oct 18, 2019 · Control person joined · fact

Across DFX

shared identifiers only, never a name match

No identifier-backed link to the venture, private equity, family office or sponsor graphs.

How to reach

public business contact points only, each with its source

Business phone: 440-358-1330reportedpublished by the firm, firm site, Sep 15, 2026
Business phone: 513-233-0715reportedpublished by the firm, firm site, Sep 15, 2026
Business phone: 859-881-0777reportedpublished by the firm, firm site, Sep 15, 2026
Firm profile: linkedin.com/company/bedell-investment-counsellingreportedpublic record, Form ADV, Sep 17, 2026
Firm profile: LINKEDIN.COM/COMPANY/VECTOR-WEALTH-MANAGEMENT-LLCreportedpublic record, Form ADV, Sep 17, 2026
Website: bluespringwealthky.comreportedpublic record, Form ADV, Sep 17, 2026
Principal office phone: 737-443-2122reportedpublic record, Form ADV, Jul 1, 2026
Team page: bluespringwealthrivervalley.com/about/our-teamreportedpublished by the firm, firm site, Sep 15, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor: $118Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026