Wellspring Financial Advisors is an investment advisor in Cleveland with $2.42 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
208013235
SEC advisor number
801-67630
FINRA CRD number
143112
AUM ?
$3.63 bn
(as of 14 Mar 24)
Accounts
1,630
(as of 14 Mar 24)
Employees
26
(11 investment advisory or research)
Address
Wellspring Financial Advisors
5885 LANDERBROOK DR
SUITE 205
CLEVELAND
OH 44124
5885 LANDERBROOK DR
SUITE 205
CLEVELAND
OH 44124
Phone
216-367-0680
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22
13F-HR
Quarterly holdings report by institutional manager
3 Jan 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21