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Bluestar Wealth Management Llc

EST. AUM
$139,798,843

CONTACTS
1

CLIENT ACCOUNTS
235

Firm Details

Metro area Orlando
CRD Number 337253
Website
Client types

Overview

Bluestar Wealth Management LLC is a Florida-based investment advisory firm. Operating under the legal name Blue Star Wealth Management LLC, the firm provides investment advisory services under its primary business name Bluestar Wealth Management. The firm reports two employees, both of whom are involved in investment advisory functions. Bluestar Wealth Management offers services such as portfolio management for individuals and small businesses, financial planning, and educational seminars. The firm operates as a limited liability company formed in Florida, with its fiscal year ending in December. As of its most recent filing, the firm does not provide discretionary or non-discretionary portfolio management services and reported no regulatory assets under management (RAUM).

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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