1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2WELLSPRING ADVISORS, INC.

Map pinHILLSBORO, OR
Phone503-714-9531
NotebookSEC #801-120308
Total AUM
$152.2M
Employees
5
Clients
273

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4660 NE BELKNAP COURT
SUITE 221
HILLSBORO
OR 97124
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
503-714-9531
Other Offices
1

ReceiptFinancials

Total AUM
$152.2M
Accounts
717
Discretionary
$152.2M
Accounts
717
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
225
AUM
$70.2M
HNW Individual Clients
46
AUM
$81.1M
Pension/Profit Sharing Plan Clients
1
AUM
$29.3K
Charitable Organization Clients
1
AUM
$889.5K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZORTXWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account