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| Keyboard |
| Spring Street Wealth LLC
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|---|---|
| CRD # | 338643 |
| SEC # | 801-134598 |
| CIK # | |
| AUM | 26.4 M (2026-03-24) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| LEI | 39-5015008 |
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|---|---|---|
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|
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|
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|
Nexadvisors LLC
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TX | 26.1 M |
|
BZ Wealth Advisors LLC
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|
CO | 26.0 M |
|
Stedfast Capital Management LLC
✚
|
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|
Elevate Planners LLC
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|
25.9 M |