Overview
Assets Under Management: $134 million
Headquarters: LAKE MARY, FL
High-Net-Worth Clients: 34
Average Client Assets: $3 million
Frequently Asked Questions
BLUESTAR WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #337253), BLUESTAR WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
BLUESTAR WEALTH MANAGEMENT is headquartered in LAKE MARY, FL.
BLUESTAR WEALTH MANAGEMENT serves 34 high-net-worth clients according to their SEC filing dated February 27, 2026. View client details ↓
According to their SEC Form ADV, BLUESTAR WEALTH MANAGEMENT offers portfolio management for individuals. View all service details ↓
BLUESTAR WEALTH MANAGEMENT manages $134 million in client assets according to their SEC filing dated February 27, 2026.
According to their SEC Form ADV, BLUESTAR WEALTH MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 34
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.06
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 226
Discretionary Accounts: 220
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 337253
Filing ID: 2062081
Last Filing Date: 2026-02-27 14:48:07