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WELLSPRING FINANCIAL PARTNERS
INVESTMENT METRICS, LLC
CRD 158872 · SEC 801-112630
4703 E. CAMP LOWELL DRIVE, SUITE 135, TUCSON, AZ, 85712, United States
Phone
520-327-1019
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.22B
Discretionary AUM
$976.5M
Team
10 total employees; 3 advisory reps; 34 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 297 | $90.4M |
| High net worth individuals | 121 | $358.7M |
| Pension/profit sharing plans | 52 | $771.9M |
States served
AZ, CA, CO, LA, MA, MN, NC, UT, VA, WI, WA, TX
All web addresses on file
Official SEC filing: View on IAPD