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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Bluespring Wealth Management have?","answer":"Bluespring Wealth Management has 41 investment adviser representatives registered with state securities authorities, out of 64 employees, and 47 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 9 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Bluespring Wealth Management invest in?","answer":"At the end of its last fiscal year, Bluespring Wealth Management’s separately managed accounts held 60% registered funds (mutual funds, ETFs, BDCs), 26% exchange-traded equities, 4% non-exchange-traded equities, 4% cash and equivalents, 3% U.S. government and agency bonds, 3% investment grade corporate bonds, 1% state and local bonds and 1% pooled vehicles (private funds and similar).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Bluespring Wealth Management?","answer":"Bluespring Wealth Management is owned through a chain of holding companies by Kestra Advisor Services Holding A, Inc., Ohcp VI Enzo Aggregator, L.P. and T-IX Kraken Co-Invest, LP. 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