Wealthspring Partners LLC

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Assets, Funds, Holdings

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Wealthspring Partners LLC
CRD #322756
SEC #801-126563
CIK #0001961292
AUM $332.7 M (2025-03-27)
Employees 7 (57% Investors, 0% Brokers)
Phone562-491-4410
Address5000 Airport Plaza Drive, Suite 245
Long Beach, CA 90815
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
3502802101407002011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 328 125.8
(b) Individuals (high net worth individuals) 86 202.0
(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 0 0.0
(h) Charitable organizations 0 2.1
(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 2.8
(n) Other 0 0.0
Total 929 332.7
By Discretionary
Discretionary 929 332.7
Non-Discretionary 0 0.0
Total 929 332.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 332.7
Total 929 332.7
EDGAR Form CIK 2011 - 2025
13F-HR [0001961292]
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Elmwood Wealth Management Inc
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Silver Coast Investments LLC
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Family Legacy Inc
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