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Building 2WELLSPRING FINANCIAL ADVISORS, LLC

Map pinCLEVELAND, OH
Phone216-367-0680
NotebookSEC #801-67630
Total AUM
$5.1B
Employees
31
Clients
148

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5900 LANDERBROOK DRIVE
SUITE 100
CLEVELAND
OH 44125
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
216-367-0680

ReceiptFinancials

Total AUM
$5.1B
Accounts
2,051
Discretionary
$1.6B
Accounts
951
Non-Discretionary
$3.4B
Accounts
1,100

ContactClients

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Individual Clients
21
AUM
$81.3M
HNW Individual Clients
118
AUM
$4.9B
Charitable Organization Clients
9
AUM
$44.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
TAX PLANNING AND COMPLIANCE
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLLAMTNHOHSCTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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