WELLSPRING WEALTH MANAGEMENT LLC

Overview

Wellspring Wealth Management LLC is an independent registered investment adviser that concentrates on fee-based wealth management for individuals, families and institutions. The firm operates as a capital allocator, blending in-house portfolio management with third-party manager selection. Its advisory services include financial planning, portfolio management for individuals and businesses, and the selection of outside advisers. Wellspring also conducts broker-dealer and insurance activities, which informs its use of insurance wrappers and fee structures that include percentage-of-AUM, hourly and fixed fees. Investmently, the firm leans toward pooled public vehicles for core exposures and selectively uses external alternative managers for non-correlated return streams. The adviser does not position itself as an ESG-focused manager. Its mix of service lines and manager-selection capability suggests a multi-strategy approach: model/SMA management for core holdings, supplemented with external funds where specialized expertise or access is required.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices