Overview
Assets Under Management: $515 million
Headquarters: WEST HARRISON, NY
High-Net-Worth Clients: 110
Average Client Assets: $0.8 million
Frequently Asked Questions
WEALTHSPRING CAPITAL LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #301040), WEALTHSPRING CAPITAL LLC is subject to fiduciary duty under federal law.
WEALTHSPRING CAPITAL LLC is headquartered in WEST HARRISON, NY.
WEALTHSPRING CAPITAL LLC serves 110 high-net-worth clients according to their SEC filing dated February 04, 2026. View client details ↓
According to their SEC Form ADV, WEALTHSPRING CAPITAL LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
WEALTHSPRING CAPITAL LLC manages $515 million in client assets according to their SEC filing dated February 04, 2026.
According to their SEC Form ADV, WEALTHSPRING CAPITAL LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 110
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 17.54%
Average Client Assets: $0.8 million
Total Client Accounts: 134
Discretionary Accounts: 134
Regulatory Filings
CRD Number: 301040
Filing ID: 2049732
Last Filing Date: 2026-02-04 11:14:38