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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 Aug 17, 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 |
|---|---|---|---|
| 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.