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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Lifespring Wealth Management LLC
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|---|---|
| CRD # | 295694 |
| SEC # | 801-129671 |
| CIK # | |
| AUM | $108.4 M (2025-04-28) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 319-229-7439 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 38 | 12.2 |
| (b) Individuals (high net worth individuals) | 25 | 39.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.6 |
| (h) Charitable organizations | 10 | 55.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 247 | 108.4 |
| By Discretionary | ||
| Discretionary | 247 | 108.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 247 | 108.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 108.4 | |
| Total | 247 | 108.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
JGC Wealth Management LLC
✚
|
OR | 0.1 |
|
Alianza Corp Investment Advisor
✚
|
FL | 0.1 |
|
Split Creek LLC
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0.1 | |
|
Skyliner Wealth LLC
✚
|
OR | 0.1 |
|
Harborview Asset Management LLC
✚
|
WA | 0.1 |
|
Treasure Investment Management LLC
✚
|
AZ | 0.1 |
|
Peapod Lane Capital LLC
✚
|
NY | 0.1 |
|
1st Discount Brokerage Inc
✚
|
FL | 0.1 |
|
Inkwell Capital LLC
✚
|
0.1 | |
|
KAI Wealth LLC
✚
|
IL | 0.1 |