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Building 2BLUESTAR WEALTH MANAGEMENT

Map pinLAKE MARY, FL
Phone888-788-6478
NotebookSEC #801-133780
Total AUM
$134M
Employees
2
Clients
68

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
255 PRIMERA BLVD
SUITE 160
LAKE MARY
FL 32746
United States
Operating Hours
9:00 AM - 6:00 PM
Monday - Friday
Phone
888-788-6478

ReceiptFinancials

Total AUM
$134M
Accounts
226
Discretionary
$128M
Accounts
220
Non-Discretionary
$6M
Accounts
6

ContactClients

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Individual Clients
34
AUM
$16M
HNW Individual Clients
34
AUM
$118M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCSCTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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