Wealthspring Advisors, LLC

RIAState Registered

Total AUM

$46.1M

Discretionary

$45.4M

99% of AUM

Avg account

$307K

Accounts

150

Employees

Advisory reps

Firm details

Headquarters: Minneapolis, Minnesota
CRD number: 147063
Website: www.wealthspringadvisors.com
Custodians: ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI76.45%
Individuals22.97%
Charitable Organizations0.59%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Wealthspring Advisors, LLC is an independent, Minnesota-registered limited liability company that advises both individuals/families and institutional clients. The firm is owned by an individual and offers fee arrangements that include a percentage-of-AUM model as well as hourly and fixed-fee engagements. Core advisory services are financial planning and discretionary portfolio management for individuals, small businesses, and institutional/business clients. Wealthspring does not identify as an ESG-focused manager and is not described as a multi-state adviser or a pension consultant.