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| Wealthspring Partners LLC
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|---|---|
| CRD # | 322756 |
| SEC # | 801-126563 |
| CIK # | 0001961292 |
| AUM | 370.2 M (2026-06-18) |
| Employees | 7 (57% Investors, 57% Brokers) |
| Phone | 562-491-4410 |
| Address | 5000 Airport Plaza Drive, Suite 245 Long Beach, CA 90815 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Apple Inc | 5.1 | |
| Nvidia Corp | 2.7 | |
| Costco Wholesale Corp /NEW | 2.1 | |
| Chevron Corp | 2.1 | |
| Amazon Com Inc | 2.0 | |
| Alphabet Inc | 1.7 | |
| Microsoft Corp | 1.4 | |
| J P Morgan Chase & Co | 1.4 | |
| United Technologies Corp /DE/ | 1.3 | |
| SPDR Gold Trust | 1.1 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 307 | 120.2 |
| (b) Individuals (high net worth individuals) | 102 | 243.9 |
| (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 | 0.0 |
| (h) Charitable organizations | 0 | 2.3 |
| (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 | 3.8 |
| (n) Other | 0 | 0.0 |
| Total | 922 | 370.2 |
| By Discretionary | ||
| Discretionary | 922 | 370.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 922 | 370.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 370.2 | |
| Total | 922 | 370.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001961292] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 2 |
| Serves | Institutional, Retail |
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|---|---|---|
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Valued Wealth Advisors LLC
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MZ KARK & Associates Inc
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Boothe Investment Group Inc
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