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WELLSPRING WEALTH MANAGEMENT LLC
CRD 134834 · SEC 801-64350
11720 AMBER PARK DRIVE, SUITE 150, ALPHARETTA, GA, 30009-2276, United States
Phone
770-410-4088
Fax
770-410-9366
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$584.8M
Discretionary AUM
$584.8M
Team
8 total employees; 5 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; SHARE IN FEE CHARGED BY SUB-ADVISER.
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 110 | $33.4M |
| High net worth individuals | 132 | $511.6M |
| Charitable organizations | 7 | $14.2M |
| Corporations/business entities | 13 | $21.1M |
States served
GA, SC
All web addresses on file
Official SEC filing: View on IAPD