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| Wellspring Wealth Management LLC
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| |
|---|---|
| CRD # | 134834 |
| SEC # | 801-64350 |
| CIK # | |
| AUM | $439.8 MM (2024-03-29) |
| Employees | 9 (78% Investors, 67% Brokers) |
| Phone | 770-410-4088 |
| Address | 11720 Amber Park Drive Alpharetta, GA 30009-2276 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 83 | 33.3 |
| (b) Individuals (high net worth individuals) | 103 | 367.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 8.5 |
| (h) Charitable organizations | 4 | 7.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 16 | 23.3 |
| (n) Other | 0 | 0.0 |
| Total | 498 | 439.8 |
| By Discretionary | ||
| Discretionary | 497 | 439.8 |
| Non-Discretionary | 1 | 0.0 |
| Total | 498 | 439.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 439.8 | |
| Total | 498 | 439.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Long Run Wealth Advisors LLC
✚
|
NY | 0.4 |
|
Trinity Financial Partners II LLC
✚
|
PA | 0.4 |
|
Cerro Pacific Wealth Advisors LLC
✚
|
CA | 0.4 |
|
Consolidated Financial Management Group LLC
✚
|
OH | 0.4 |
|
Oxler Private Wealth LLC
✚
|
NY | 0.4 |
|
Edmonds Duncan Registered Investment Advisors LLC
✚
|
KS | 0.4 |
|
West Oak Capital LLC
✚
|
ID | 0.4 |
|
Lisanti Capital Growth LLC
✚
|
NY | 0.4 |
|
Saybrook Capital Corp
✚
|
NY | 0.4 |
|
Stewart Wealth Management Inc
✚
|
CA | 0.4 |