Overview
Assets Under Management: $220 million
Headquarters: LAKE OSWEGO, OR
High-Net-Worth Clients: 59
Average Client Assets: $2 million
Frequently Asked Questions
WELLSPRING ADVISORS, INC. 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 #147861), WELLSPRING ADVISORS, INC. is subject to fiduciary duty under federal law.
WELLSPRING ADVISORS, INC. is headquartered in LAKE OSWEGO, OR.
WELLSPRING ADVISORS, INC. serves 59 high-net-worth clients according to their SEC filing dated November 13, 2024. View client details ↓
According to their SEC Form ADV, WELLSPRING ADVISORS, INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
WELLSPRING ADVISORS, INC. manages $220 million in client assets according to their SEC filing dated November 13, 2024.
According to their SEC Form ADV, WELLSPRING ADVISORS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 59
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.22
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,185
Discretionary Accounts: 1,185
Regulatory Filings
CRD Number: 147861
Last Filing Date: 2024-11-13 00:00:00
Website: https://wellstonewealth.com