|
Wellspring Financial Advisors LLC
✚
|
|
|---|---|
| CRD # | 143112 |
| SEC # | 801-67630 |
| CIK # | |
| AUM | $1.4 BB (19% Disc, 100% US) |
| Employees | 19 (37% Investors, 0% Brokers) |
| Phone | 216-367-0680 |
| Address | 5885 Landerbrook Drive Cleveland, OH 44124 |
| Source |
IAPD
Website
LinkedIn
Facebook
|
| Total AUM ($BB) |
|---|
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Orleans Capital Management Corp
✚
|
LA | 1.4 |
|
Advest Inc
✚
|
CT | 1.4 |
|
Brown Advisory Securities LLC
✚
|
MD | 1.4 |
|
Colony Family Offices LLC
✚
|
NC | 1.4 |
|
Cadinha & Co LLC
✚
|
HI | 1.4 |
|
The Welch Group LLC
✚
|
AL | 1.4 |
|
Solaris Advisors LLC
✚
|
NY | 1.4 |
|
JAG Capital Management LLC
✚
|
MO | 1.4 |
|
Sit/Kim International Investment Associates II LLC
✚
|
MN | 1.4 |
|
Schneider Downs Wealth Management Advisors LP
✚
|
PA | 1.4 |