INVESTMENT METRICS, LLC
Doing business as WELLSPRING FINANCIAL PARTNERS. SEC Form ADV profile.
Total regulatory AUM
$1,221,025,646
Discretionary
$976,534,393
Non-discretionary
$244,491,253
Firm details
- CRD number
- 158872
- SEC file number
- 801-112630
- Main office
- TUCSON, AZ, United States
- Employees
- 10
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of May 2026.