# BLUESPRING WEALTH MANAGEMENT, LLC

BLUESPRING WEALTH MANAGEMENT, LLC of AUSTIN, TX is an SEC-registered investment adviser.

## Registration

- CRD: 152667
- Type: SEC-registered investment adviser
- SEC file number: 801-70998
- Location: 5707 SOUTHWEST PARKWAY, BLDG 2 STE 401, AUSTIN, TX, 78735
- Phone: 737-443-2122
- Latest filing: 2026-07-01
- Regulatory AUM: $5.4B
- Discretionary AUM: $5.4B
- Non-discretionary AUM: $29.9M
- Clients: 64
- Accounts: 10,596

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (24)

| Name | Role | Location |
| --- | --- | --- |
| Van Paul Lee | CHARTER MEMBER, CHIEF COMPLIANCE OFFICER | Vancouver, A1 |
| Thomas Gifford Fee | PRESIDENT | — |
| Suzanne Marie Klapperich | CHIEF COMPLIANCE OFFICER | — |
| Sharon Lee Calhoun | VICE PRESIDENT | — |
| Jason Douglas Ranallo | VICE PRESIDENT | — |
| Scott Matthew Zegers | CHIEF FINANCIAL OFFICER | — |
| Yin Yin | ASSISTANT VICE PRESIDENT | — |
| Adam Sokolic | CHIEF OPERATIONS OFFICER | — |
| Pradeep Jayaraman | PRESIDENT | — |
| Rochelle Beth Levy | CHIEF COMPLIANCE OFFICER | — |
| BENNETT JOEL VAN | ASSISTANT VICE PRESIDENT | — |
| NORWOOD ROBERT BREDT | ASSISTANT VICE PRESIDENT & SECRETARY | — |
| FEE THOMAS GIFFORD | MEMBER; PRESIDENT; PRESIDENT/MANAGER | — |
| CALHOUN SHARON LEE | VICE PRESIDENT; VICE PRESIDENT/SECRETARY | — |
| POWERS EDWARD JOHN | CHARTER MEMBER; CHARTER MEMBER, CHIEF PORTFOLIO MANAGER; SHAREHOLDER (+1 more) | — |
| VANDERHEYDEN JOHN PATRICK | ASSISTANT VICE PRESIDENT | — |
| SKOLTE BRIAN JAMES | FOUNDING MEMBER, CHIEF EXECUTIVE OFFICER; MEMBER, CHIEF COMPLIANCE OFFICER | — |
| STUEVE TODD CHRISTOPHER | FOUNDING MEMBER; FOUNDING MEMBER, CHIEF CUSTOMER OFFICER; MEMBER (+2 more) | — |
| SCHELHAAS TYLER JON | CHARTER MEMBER; CHARTER MEMBER, CHIEF OPERATING OFFICER; SHAREHOLDER (+1 more) | — |
| OSBORNE ANGELA MAREN | CHIEF OPERATING OFFICER | — |
| KLAPPERICH SUZANNE MARIE | CHIEF COMPLIANCE OFFICER | — |
| RANALLO JASON DOUGLAS | VICE PRESIDENT | — |
| MARKHAM LORI ANN | ASSISTANT SECRETARY | — |
| Kyle William Faszholz | DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/152667/brochure
- Similar advisers: https://search.stillhousedata.com/firm/152667/similar
- Related entities: https://search.stillhousedata.com/firm/152667/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/152667

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.