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Bluespring Buys $500M AUM Indiana Firm

  • Writer: Generational Marketer
    Generational Marketer
  • Jul 18, 2024
  • 1 min read

Bluespring Wealth Partners today announced that it has acquired Shelton Financial Group, a Fort Wayne, Ind.-based wealth management firm with $500 million in client assets, according to a news release.


Bluespring, the Austin, Texas-based RIA aggregator and subsidiary of Kestra Holdings, also said it completed the transition of Shelton’s investment business to Kestra Financial, which will allow Shelton to use all the tools offered within the Kestra ecosystem.


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