WEALTHSPRING

Overview

Wealthspring is an independent registered investment adviser organized as an LLC and registered with the SEC in 2022. The firm serves individual and family clients and operates as a capital allocator, using outside managers for portions of its alternative-investment exposure. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. Wealthspring charges clients via a mix of percentage-of-AUM fees, hourly billing, and fixed-fee arrangements. The firm does not identify as an active ESG investor. Wealthspring reports an individual owner and maintains an industry affiliation with an accountant, which suggests access to tax and reporting support when constructing client plans. The firm’s classification as an independent RIA implies it offers discretionary portfolio management and tailored planning rather than proprietary-product distribution.

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Public Holdings

Investments & Alternatives

Location & Offices