Investment adviser · CRD 337253
BLUESTAR WEALTH MANAGEMENT
Investment adviser filing (IA)
BLUE STAR WEALTH MANAGEMENT LLC
LAKE MARY, FL, United States · Form ADV filed Sep 30, 2026
- Regulatory AUM
- $140M Form ADV · Item 5.F
- Client accounts
- 235 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 36 | $125,577,477 | 89.8% |
| Individuals | 36 | $13,960,169 | 10.0% |
| Corporations & businesses | Fewer than 5 | $160,603 | 0.1% |
| Charities | Fewer than 5 | $100,594 | 0.1% |
Filing source
Form ADV 2135662 · Sep 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 30, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
255 PRIMERA BLVD, SUITE 160LAKE MARY, FL, 32746, United States
CRD 337253
Filing source
Form ADV 2135662 · Sep 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.