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WELLSPRING WEALTH MANAGEMENT LLC
CRD 134834File 801-64350
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$584.8M
Above cohort median (national)
Discretionary AUM
$584.8M
Non-discretionary $3
Clients
262
644 accounts
Employees
8
Above cohort median in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jun 20, 2005
- Principal office
- 11720 AMBER PARK DRIVE, SUITE 150, ALPHARETTA, GA, 30009-2276
- Phone
- 770-410-4088
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $584.8M
- Discretionary AUM
- $584.8M
- Non-discretionary AUM
- $3
- Discretionary accounts
- 643
- Non-discretionary accounts
- 1
- Total accounts
- 644
- AUM per client
- $2.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 13 | $21.1M |
| Charitable organizations | 7 | $14.2M |
| High net worth individuals | 132 | $511.6M |
| Pension and profit sharing plans | Fewer than 5 | $4.5M |
| Individuals (other than high net worth individuals) | 110 | $33.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — SHARE IN FEE CHARGED BY SUB-ADVISER.
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.