Bluespring Wealth Management, Llc
SEC-registered
Insurance-Affiliated · Mid-sized ($1B–$10B)
CRD 152667
· SEC file 801-70998
· Austin, TX
· www.bluespringwealthmidwest.com
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ADV data as of Jul 01, 2026
- Regulatory AUM
- $5.4B
- Discretionary
- $5.4B
- Clients
- 3,250
- Avg AUM / client
- $1.7M
- Accounts
- 10,596
- Employees
- 64
AUM over time
$50.0M
$5.4B
Nov 2011
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,914 | $882M | 16.2% |
| High net worth individuals | 1,253 | $4.1B | 75.3% |
| Banking or thrift institutions | 2 | $72.8M | 1.34% |
| Pension and profit sharing plans | 47 | $260M | 4.79% |
| Charitable organizations | 18 | $58.6M | 1.08% |
| State or municipal government entities | 1 | $4.5M | 0.08% |
| Insurance companies | 1 | $2.3M | 0.04% |
| Corporations and other businesses | 14 | $60.8M | 1.12% |
People (45)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Suzanne Marie Klapperich | Chief Compliance Officer | Jan 2017 (10y) | Less than 5% | |
| Sharon Lee Calhoun | Vice President | CFP Chartered Financial Consultant | Feb 2017 (9y) | Less than 5% |
| Jason Douglas Ranallo | Vice President | CFA | Apr 2017 (9y) | Less than 5% |
| Thomas Gifford Fee | President | Apr 2017 (9y) | 5% – 10% | |
| Joseph Charles Grochowski | Registered representative | CFP Chartered Financial Consultant | Feb 2017 (9y) | |
| David Robert Moser | Registered representative | CFP | Apr 2018 (8y) | |
| Christopher Michael Wagner | Registered representative | CFP | Aug 2018 (8y) | |
| Jacob Alan Ranallo | Registered representative | Apr 2019 (7y) | ||
| Michael James Nesheim | Registered representative | CFP | Apr 2019 (7y) | |
| Charles Amlie Gruys | Registered representative | CFP | Jun 2019 (7y) | |
| John Harrison Bina | Registered representative | Apr 2024 (2y) | ||
| Elena Dant | Registered representative | CFP | Sep 2025 (1y) | |
| Kyle William Faszholz | Registered representative | May 2026 (0y) | ||
| Anthony Bertuol Okun | Registered representative | May 2026 (0y) | ||
| Cameron Allen Jamison | Registered representative | May 2026 (0y) | ||
| James Fredric Mccarthy | Registered representative | May 2026 (0y) | ||
| Jason William Martin | Registered representative | May 2026 (0y) | ||
| John Joseph Edelen | Registered representative | May 2026 (0y) | ||
| Justin Amit | Registered representative | CFA | May 2026 (0y) | |
| John Chang | Registered representative | May 2026 (0y) | ||
| John Thomas Mooser | Registered representative | May 2026 (0y) | ||
| Lalith Tirumalasetty | Registered representative | May 2026 (0y) | ||
| Meredith Miriam Rosen | Registered representative | May 2026 (0y) | ||
| Michael Gray Frazier | Registered representative | May 2026 (0y) | ||
| Terry Kin Chiu | Registered representative | CFP CFA | May 2026 (0y) | |
| Lawrence Arthur Hansen | Registered representative | May 2026 (0y) | ||
| Deborah Noroian Mitchell | Registered representative | CFP CFA | May 2026 (0y) | |
| Michael Anthony Sollazzo | Registered representative | May 2026 (0y) | ||
| Michael Alan Harris | Registered representative | May 2026 (0y) | ||
| Abraham Garcia | Registered representative | May 2026 (0y) | ||
| Kaylie B Wise | Registered representative | Jun 2026 (0y) | ||
| Christopher Charles Entringer | Registered representative | CFP | Jun 2026 (0y) | |
| Jeffrey Earl Daniher | Registered representative | CFP | Jun 2026 (0y) | |
| John Kenneth Ritter | Registered representative | CFP | Jun 2026 (0y) | |
| John Stephen Hannan | Registered representative | Jun 2026 (0y) | ||
| John Bradley Ritter | Registered representative | Jun 2026 (0y) | ||
| Lora Marie Anstaett | Registered representative | CFP | Jun 2026 (0y) | |
| Michele R Daniher | Registered representative | CFP | Jun 2026 (0y) | |
| Ronda L Koehler | Registered representative | CFP | Jun 2026 (0y) | |
| Ryan Robert Robaugh | Registered representative | CFP | Jun 2026 (0y) | |
| Allison Loraine Howard | Registered representative | Jun 2026 (0y) | ||
| Andrew Durant | Registered representative | Jun 2026 (0y) | ||
| Daniel Joseph Czulno | Registered representative | CFP | Jun 2026 (0y) | |
| Logan Steven Gilland | Registered representative | CFP | Jun 2026 (0y) | |
| Robert Vinson Bunting | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bluespring Wealth Partners, Llc | Owner | Nov 2019 | A | 75% or more |
| Kestra Financial, Inc. | Owner | Jul 2019 | B | ≈ 56.25% – 100% via Bluespring Wealth Partners, Llc |
| Kestra Advisor Services Holding C, Inc. | Owner | Jun 2014 | B | ≈ 42.19% – 100% via Kestra Financial, Inc. |
| Kestra Advisor Services Holding B, Inc. | Owner | Jun 2014 | B | ≈ 31.64% – 100% via Kestra Advisor Services Holding C, Inc. |
| Kestra Advisor Services Holding A, Inc. | Owner | Jun 2014 | B | ≈ 23.73% – 100% via Kestra Advisor Services Holding B, Inc. |
| Kingfisher Holding B, Inc. | Owner | Jun 2019 | B | ≈ 17.8% – 100% via Kestra Advisor Services Holding A, Inc. |
| Kingfisher Holding A, Inc. | Owner | Jun 2019 | B | ≈ 13.35% – 100% via Kingfisher Holding B, Inc. |
| Warburg Pincus Financial Sector, L.P. | Indirect Owner | Jun 2019 | B | 75% or more of Kingfisher Holding, L.P. (indirect) |
| Kingfisher Holding, L.P. | General Partner | Jun 2019 | B | GP / trustee / elected manager of Kingfisher Holding A, Inc. (indirect) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Kestra Financial, Inc.: 75% – 100% of Bluespring Wealth Partners, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Kestra Advisor Services Holding C, Inc.: 75% – 100% of Kestra Financial, Inc. × 75% – 100% of Bluespring Wealth Partners, Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Kestra Advisor Services Holding B, Inc.: 75% – 100% of Kestra Advisor Services Holding C, Inc. × 75% – 100% of Kestra Financial, Inc. × 75% – 100% of Bluespring Wealth Partners, Llc × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Kestra Advisor Services Holding A, Inc.: 75% – 100% of Kestra Advisor Services Holding B, Inc. × 75% – 100% of Kestra Advisor Services Holding C, Inc. × 75% – 100% of Kestra Financial, Inc. × 75% – 100% of Bluespring Wealth Partners, Llc × 75% – 100% direct ≈ 23.73% – 100% of the firm
- Kingfisher Holding B, Inc.: 75% – 100% of Kestra Advisor Services Holding A, Inc. × 75% – 100% of Kestra Advisor Services Holding B, Inc. × 75% – 100% of Kestra Advisor Services Holding C, Inc. × 75% – 100% of Kestra Financial, Inc. × 75% – 100% of Bluespring Wealth Partners, Llc × 75% – 100% direct ≈ 17.8% – 100% of the firm
- Kingfisher Holding A, Inc.: 75% – 100% of Kingfisher Holding B, Inc. × 75% – 100% of Kestra Advisor Services Holding A, Inc. × 75% – 100% of Kestra Advisor Services Holding B, Inc. × 75% – 100% of Kestra Advisor Services Holding C, Inc. × 75% – 100% of Kestra Financial, Inc. × 75% – 100% of Bluespring Wealth Partners, Llc × 75% – 100% direct ≈ 13.35% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/01/2026 | 1.93 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $3.4B (63% of AUM) Jul 2026
- T. Rowe Price Investment Services, Inc. $205M (4% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 01, 2026.
View current Form ADV (SEC/IAPD) ↗