Wealthspring
Firm details
- Headquarters
- Long Beach, California
- CRD number
- 322756
- Registered since
- September 15, 2022
- Website
- www.wealthspringpartners.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI65.88%
- Individuals32.48%
- Corporations / Businesses1.03%
- Charitable Organizations0.61%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Wealthspring is an independent registered investment adviser organized as a limited liability company and SEC-registered since 2022. The firm focuses on individual and family clients, offering financial planning, portfolio management for individuals and small businesses, pension-related consulting services, and selection of outside advisers. Wealthspring operates as a capital allocator, combining discretionary portfolio management with fee arrangements that include percentage-of-AUM, hourly, and fixed-fee billing. The firm reports industry affiliation with accounting professionals and does not position itself as an active ESG investor or a multistate adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds78%
- Exchange Traded Equities10%
- Cash & Cash Equivalents10%
- Other2%
Owners & executives
1 of 1
Jay Douglas
Partner, Chief Investment StrategistCRD 3138473
Contacts
3 of 4
Ashley Boone
AdvisorCRD 5310051
Tracy Miu
Financial Planning Services ManagerCRD 6050237
Theodore Athans
Partner, Managing PrincipalCRD 3164104
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 36Active vs passive
$85.3M in ETFs
68%
$57.7M
31%
$27.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $14.5M | 327,536 | 17.04% |
Location
Long Beach, CA
Los Angeles
Location
Long Beach, CA
Headquartered in Long Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 5000 Airport Plaza Dr
- Time zone
- PT (UTC-8)
- Office locations
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