On March 25, 2025, Bluespring Wealth Partners announced that it acquired Charter Capital Management, Inc.
Bluespring Wealth Partners (“Bluespring”) announced, on March 25, 2025, that it acquired Charter Capital Management, Inc. (“Charter”). Further terms of the transaction were not disclosed.
Bluespring, based in Austin, Texas, is a subsidiary of Kestra Financial that specializes in the acquisition and support of independent registered investment advisors and wealth management firms. Kestra Financial also based in Austin, Texas, is an independent broker dealer that provides a financial services platform and investment advisory services. As of December 2024, Kestra Financial had $142 billion in assets under advisement.
Charter, based in Brookfield, Wisconsin, is a registered investment advisor offering financial planning services, including wealth management, investment management, retirement planning, tax planning and preparation, estate planning and debt management. Charter has approximately $411.7 million in assets under management.
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