WEALTHSPRING
Total AUM
$370.2M
Employees
7Clients
411Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
5000 AIRPORT PLAZA DRIVE, SUITE 245
LONG BEACH
CA 90815
United States
LONG BEACH
CA 90815
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
562-491-4410
Other Offices
8
Financials
Total AUM
$370.2M
Accounts
922Discretionary
$370.2M
Accounts
922Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
307AUM
$120.2M
HNW Individual Clients
102AUM
$243.9M
Charitable Organization Clients
1AUM
$2.3M
Corporation or Business Clients
1AUM
$3.8M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOIDLANVORTXWA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.