|
⚲
|
| Spring Street Wealth LLC
✚
|
|
|---|---|
| CRD # | 338643 |
| SEC # | 801-134598 |
| CIK # | |
| AUM | $26.4 M (2026-03-24) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 917-695-9535 |
| Address | 101 Avenue of The Americas New York, NY 10013 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13 | 4.4 |
| (b) Individuals (high net worth individuals) | 15 | 22.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 76 | 26.4 |
| By Discretionary | ||
| Discretionary | 74 | 24.4 |
| Non-Discretionary | 2 | 2.0 |
| Total | 76 | 26.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 26.4 | |
| Total | 76 | 26.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
St Bernard Asset Management Inc
✚
|
AR | 0.0 |
|
Avrio Wealth LLC
✚
|
NY | 0.0 |
|
Dorian Eason Asset Management LLC
✚
|
TN | 0.0 |
|
Kronos Wealth Management LLC
✚
|
0.0 | |
|
Museum Mile Funds LLC
✚
|
0.0 | |
|
DDO Advisory Services LLC
✚
|
NY | 0.0 |
|
Nexadvisors LLC
✚
|
TX | 0.0 |
|
BZ Wealth Advisors LLC
✚
|
CO | 0.0 |
|
Stedfast Capital Management LLC
✚
|
NY | 0.0 |
|
Elevate Planners LLC
✚
|
0.0 |