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WELLSPRING FINANCIAL ADVISORS, LLC
CRD 143112 · SEC 801-67630
5900 LANDERBROOK DRIVE, SUITE 100, CLEVELAND, OH, 44125, United States
Phone
216-367-0680
Fax
216-367-0690
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.06B
Discretionary AUM
$1.64B
Team
31 total employees; 11 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersTAX PLANNING AND COMPLIANCE
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 21 | $81.3M |
| High net worth individuals | 118 | $4.93B |
| Charitable organizations | 9 | $44.2M |
States served
CA, LA, MT, OH, SC, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD