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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Wellspring Wealth Management LLC
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| CRD # | 134834 |
| SEC # | 801-64350 |
| CIK # | |
| AUM | $498.2 M (2025-03-27) |
| Employees | 8 (75% Investors, 75% Brokers) |
| Phone | 770-410-4088 |
| Address | 11720 Amber Park Drive Alpharetta, GA 30009-2276 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 129 | 30.4 |
| (b) Individuals (high net worth individuals) | 125 | 430.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 9.7 |
| (h) Charitable organizations | 4 | 7.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 19 | 20.8 |
| (n) Other | 0 | 0.0 |
| Total | 641 | 498.2 |
| By Discretionary | ||
| Discretionary | 640 | 498.2 |
| Non-Discretionary | 1 | 0.0 |
| Total | 641 | 498.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 498.2 | |
| Total | 641 | 498.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Snider Retirement Strategies Inc
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|
WA | 0.5 |
|
Taiber Kosmala & Associates LLC
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|
IL | 0.5 |
|
Praetorian Wealth Management Inc
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|
CA | 0.5 |
|
QP Consulting LLC
✚
|
MD | 0.5 |
|
Chelsea Counsel Company
✚
|
CA | 0.5 |
|
Disciplined Investments LLC
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|
OK | 0.5 |
|
Andrews Lucia Wealth Management LLC
✚
|
CA | 0.5 |
|
Clifford Capital Partners LLC
✚
|
UT | 0.5 |
|
Keidan Financial Consultants LLC
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|
OH | 0.5 |
|
Hinds Financial Group Inc
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|
CO | 0.5 |