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WELLSPRING ADVISORS, INC.

CRD 147861 · SEC 801-120308

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4660 NE BELKNAP COURT, SUITE 221, HILLSBORO, OR, 97124, United States

Phone

503-714-9531

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$152.2M

Discretionary AUM

$152.2M

Team

5 total employees; 2 advisory reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals225$70.2M
High net worth individuals46$81.1M

States served

AZ, OR, WA, TX

All web addresses on file

Official SEC filing: View on IAPD