Wellspring Investing
Firm details
- Headquarters
- ,
- CRD number
- 338370
- Custodians
- INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI99.88%
- Individuals0.12%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Wellspring Investing is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients and bills using a mix of percentage-of-AUM and fixed-fee arrangements. Its ADV lists core advisory activities as financial planning, portfolio management for individuals and small businesses, and pension consulting services; the firm is not identified as a multi-state adviser and does not position itself as a capital allocator. Wellspring does not report active ESG investing as part of its stated approach.
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
- Exchange Traded Equities95%
- Derivatives5%
Owners & executives
1 of 1
Austin Hilliker
Managing Member And Chief Compliance OfficerCRD 8157382
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations