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| Keyboard |
| Blue Star Wealth Management LLC
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|---|---|
| CRD # | 337253 |
| SEC # | 801-133780 |
| CIK # | |
| AUM | 134.0 M (2026-02-27) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 888-788-6478 |
| Address | 255 Primera Blvd Lake Mary, FL 32746 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 34 | 16.0 |
| (b) Individuals (high net worth individuals) | 34 | 118.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 226 | 134.0 |
| By Discretionary | ||
| Discretionary | 220 | 128.0 |
| Non-Discretionary | 6 | 6.0 |
| Total | 226 | 134.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 134.0 | |
| Total | 226 | 134.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Clarion Advisors Inc
✚
|
CA | 134.4 M |
|
Longbow Asset Management
✚
|
OK | 134.4 M |
|
Bluelist Partners LLC
✚
|
VA | 134.3 M |
|
Heximer Investment Management Inc
✚
|
134.1 M | |
|
Sound Financial Management Inc
✚
|
NC | 134.1 M |
|
Lewis Financial LLC
✚
|
CA | 133.9 M |
|
Rechter Wealth Management LLC
✚
|
133.5 M | |
|
Blue Jean Financial LLC
✚
|
NY | 133.3 M |
|
V M Manning & Co Inc
✚
|
SC | 133.3 M |
|
Certified Financial Strategies Corporation
✚
|
TX | 133.3 M |