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WELLSPRING FAMILY OFFICE
Legal name: WELLSPRING FINANCIAL ADVISORS, LLC
CRD 143112File 801-67630
APPROVED
Retail clients
Custody
Filing as of Jun 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$5.06B
Top 25% of cohort (national)
Discretionary AUM
$1.64B
Non-discretionary $3.41B
Clients
148
2,051 accounts
Employees
31
Top 10% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 15, 2007
- Principal office
- 5900 LANDERBROOK DRIVE, SUITE 100, CLEVELAND, OH, 44125
- Phone
- 216-367-0680
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.06B
- Discretionary AUM
- $1.64B
- Non-discretionary AUM
- $3.41B
- Discretionary accounts
- 951
- Non-discretionary accounts
- 1,100
- Total accounts
- 2,051
- AUM per client
- $34.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 9 | $44.2M |
| High net worth individuals | 118 | $4.93B |
| Individuals (other than high net worth individuals) | 21 | $81.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 37 | 31 | decreased by6 |
| Apr 1, 2026 | Clients | 144 | 148 | increased by4 |
| Apr 1, 2026 | AUM | $4,211,250,698 | $5,055,010,974 | increased by$843,760,276 |
| Apr 1, 2026 | Accounts | 1,551 | 2,051 | increased by500 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 19 | 37 | increased by18 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 103 | 144 | increased by41 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,421,171,394 | $4,211,250,698 | increased by$1,790,079,304 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,014 | 1,551 | increased by537 |
| Apr 1, 2022 | Employees | 18 | 19 | increased by1 |
| Apr 1, 2022 | Clients | 98 | 103 | increased by5 |
| Apr 1, 2022 | AUM | $1,922,296,136 | $2,421,171,394 | increased by$498,875,258 |
| Apr 1, 2022 | Accounts | 980 | 1,014 | increased by34 |
| 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 FAMILY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WELLSPRING FAMILY” 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.