WELLSPRING FINANCIAL ADVISORS, LLC
Doing business as WELLSPRING FAMILY OFFICE. SEC Form ADV profile.
Total regulatory AUM
$5,055,010,974
Discretionary
$1,643,488,356
Non-discretionary
$3,411,522,618
Firm details
- CRD number
- 143112
- SEC file number
- 801-67630
- Main office
- CLEVELAND, OH, United States
- Employees
- 31
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.