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WEALTHSPRING ADVISORS, LLC
CRD 147063 · SEC 801-69121
2116 SECOND AVENUE SOUTH, MINNEAPOLIS, MN, 55404, United States
Phone
612-746-1481
Fax
612-605-1943
Registration
— (—)
Source
State registered
Total AUM
$46.1M
Discretionary AUM
$45.4M
Team
2 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)ESTATE PLANNING SERVICE
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 33 | $10.6M |
| High net worth individuals | 14 | $35.2M |
| Charitable organizations | 3 | $270K |
All web addresses on file
Official SEC filing: View on IAPD