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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 278 | 262 | decreased by16 |
| Apr 1, 2026 | AUM | $498,151,872 | $584,815,363 | increased by$86,663,491 |
| Apr 1, 2026 | Accounts | 641 | 644 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 8 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 208 | 278 | increased by70 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $407,180,359 | $498,151,872 | increased by$90,971,513 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 466 | 641 | increased by175 |
| Apr 1, 2022 | Clients | 210 | 208 | decreased by2 |
| Apr 1, 2022 | AUM | $357,727,440 | $407,180,359 | increased by$49,452,919 |
| Apr 1, 2022 | Accounts | 465 | 466 | increased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WELLSPRING WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WELLSPRING WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.