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WELLSPRING WEALTH MANAGEMENT LLC
ALPHARETTA, GA
770-410-4088
SEC #801-64350Total AUM
$584.8M
Employees
8Clients
263Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
11720 AMBER PARK DRIVE
SUITE 150
ALPHARETTA
GA 30009-2276
United States
SUITE 150
ALPHARETTA
GA 30009-2276
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
770-410-4088
Other Offices
1
Financials
Total AUM
$584.8M
Accounts
644Discretionary
$584.8M
Accounts
643Non-Discretionary
$3
Accounts
1
Clients
Individual Clients
110AUM
$33.4M
HNW Individual Clients
132AUM
$511.6M
Pension/Profit Sharing Plan Clients
1AUM
$4.5M
Charitable Organization Clients
7AUM
$14.2M
Corporation or Business Clients
13AUM
$21.1M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SHARE IN FEE CHARGED BY SUB-ADVISER.
Compliance
Disclosures
SRO Discipline/Expulsion/Suspension
State Registrations
GASC
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.