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, owner-operated RIA organized as an LLC. The firm is SEC registered (registration year 2022) and positions itself as a capital allocator for individual and family clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM billing along with hourly and fixed-fee engagements. Wealthspring does not present itself as an active ESG investor and reports an industry affiliation with accounting professionals.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 5
Tracy Miu
Financial Planning Services ManagerCRD 6050237
Taryn Lee
Financial AdvisorCRD 4612672
Leanne Drayton
SupervisorCRD 3142643
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 48Active vs passive
$71.1M in ETFs
68%
$48.3M
31%
$22.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $8.3M | 187,014 | 11.70% |
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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