AUM CHANGES
Bluespring reports $7.8B in regulatory AUM; 2 firms show changes
Bluespring’s latest Form ADV, filed 11/01/2026, lists $7.8B in regulatory AUM, compared with $5.4B in its 07/01/2026 filing. Two firms had qualifying comparisons observed 11/02/2026.
By Daniel Mercer·Edition ·1 min read
2firms with verified reported regulatory AUM changes
Previous reportLatest report
- BLUESPRING WEALTH MANAGEMENT, LLC
- AVALON FINANCIAL LLC
Bars are scaled within each firm. Selected largest dollar changes · all qualifying firms in the article table. Reported differences do not measure asset flows.
Bluespring Wealth Management, LLC’s latest Form ADV, filed 11/01/2026, lists $7.8B in regulatory AUM. Its filing dated 07/01/2026 listed $5.4B. The difference is between reported amounts; it does not establish asset flows or when assets may have changed.
Avalon Financial LLC’s latest Form ADV, also filed 11/01/2026, lists $6.7 million in regulatory AUM, compared with $4.3 million in its 03/04/2026 filing. Qualifying reported-AUM comparisons for two firms were observed on 11/02/2026; that observation date is not a filing date.
All firms with verified reported regulatory AUM changes
Complete qualifying firm list for observations Nov 2, 2026. Dollar and percentage changes compare reported Form ADV amounts; they do not measure flows.
| Firm | CRD | Previous reported regulatory AUM (USD) | Latest reported regulatory AUM (USD) | Change in reported regulatory AUM (USD) | Change (%) | Previous filing | Latest filing | Observed |
|---|---|---|---|---|---|---|---|---|
| Avalon Financial LLC | 305798 | 4,300,000 USD | 6,700,000 USD | 2,400,000 USD | +55.81% | 03/04/2026 | 11/01/2026 | 11/02/2026 |
| Bluespring Wealth Management, LLC | 152667 | 5,430,907,207 USD | 7,823,012,963 USD | 2,392,105,756 USD | +44.05% | 07/01/2026 | 11/01/2026 | 11/02/2026 |