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| Keyboard |
| Wellspring Wealth Management LLC
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|---|---|
| CRD # | 134834 |
| SEC # | 801-64350 |
| CIK # | |
| AUM | 584.8 M (2026-03-27) |
| Employees | 8 (62% Investors, 75% Brokers) |
| Phone | 770-410-4088 |
| Address | 11720 Amber Park Drive Alpharetta, GA 30009-2276 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 110 | 33.4 |
| (b) Individuals (high net worth individuals) | 132 | 511.6 |
| (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 | 0 | 4.5 |
| (h) Charitable organizations | 7 | 14.2 |
| (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 | 13 | 21.1 |
| (n) Other | 0 | 0.0 |
| Total | 644 | 584.8 |
| By Discretionary | ||
| Discretionary | 643 | 584.8 |
| Non-Discretionary | 1 | 0.0 |
| Total | 644 | 584.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 584.8 | |
| Total | 644 | 584.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 3 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Squire Investment Management Company LLC
✚
|
UT | 586.7 M |
|
Diversified Financial Advisors LLC
✚
|
MO | 585.9 M |
|
Kreitler Financial LLC
✚
|
CT | 584.9 M |
|
Twin Peaks Wealth Advisors LLC
✚
|
584.8 M | |
|
Freedom Fiduciaries LLC
✚
|
ID | 584.6 M |
|
Hobbs Group Advisors LLC
✚
|
SC | 584.4 M |
|
Fortress Private Ledger LLC
✚
|
NC | 584.0 M |
|
Rowling & Associates LLC
✚
|
CA | 583.0 M |
|
Howard Bailey Securities LLC
✚
|
IN | 582.8 M |
|
Addison Advisors LLC
✚
|
VT | 582.7 M |