BLUESPRING WEALTH MANAGEMENT, LLC

BLUESPRING WEALTH MANAGEMENT, LLC of AUSTIN, TX is an SEC-registered investment adviser (CRD 152667). Regulatory assets under management: $5.4B.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

Officers, owners & control persons (24)

NameRoleLocation
Van Paul LeeCHARTER MEMBER, CHIEF COMPLIANCE OFFICERVancouver, A1
Thomas Gifford FeePRESIDENT
Suzanne Marie KlapperichCHIEF COMPLIANCE OFFICER
Sharon Lee CalhounVICE PRESIDENT
Jason Douglas RanalloVICE PRESIDENT
Scott Matthew ZegersCHIEF FINANCIAL OFFICER
Yin YinASSISTANT VICE PRESIDENT
Adam SokolicCHIEF OPERATIONS OFFICER
Pradeep JayaramanPRESIDENT
Rochelle Beth LevyCHIEF COMPLIANCE OFFICER
BENNETT JOEL VANASSISTANT VICE PRESIDENT
NORWOOD ROBERT BREDTASSISTANT VICE PRESIDENT & SECRETARY
FEE THOMAS GIFFORDMEMBER; PRESIDENT; PRESIDENT/MANAGER
CALHOUN SHARON LEEVICE PRESIDENT; VICE PRESIDENT/SECRETARY
POWERS EDWARD JOHNCHARTER MEMBER; CHARTER MEMBER, CHIEF PORTFOLIO MANAGER; SHAREHOLDER (+1 more)
VANDERHEYDEN JOHN PATRICKASSISTANT VICE PRESIDENT
SKOLTE BRIAN JAMESFOUNDING MEMBER, CHIEF EXECUTIVE OFFICER; MEMBER, CHIEF COMPLIANCE OFFICER
STUEVE TODD CHRISTOPHERFOUNDING MEMBER; FOUNDING MEMBER, CHIEF CUSTOMER OFFICER; MEMBER (+2 more)
SCHELHAAS TYLER JONCHARTER MEMBER; CHARTER MEMBER, CHIEF OPERATING OFFICER; SHAREHOLDER (+1 more)
OSBORNE ANGELA MARENCHIEF OPERATING OFFICER
KLAPPERICH SUZANNE MARIECHIEF COMPLIANCE OFFICER
RANALLO JASON DOUGLASVICE PRESIDENT
MARKHAM LORI ANNASSISTANT SECRETARY
Kyle William FaszholzDIRECTOR

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