WEALTHSPRING

Legal name: WEALTHSPRING PARTNERS, LLC

CRD 322756File 801-126563

APPROVED

Retail clients

Custody

Filing as of Jun 18, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$370.2M

Below cohort median (national)

Discretionary AUM

$370.2M

Clients

409

922 accounts

Employees

Below cohort median in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Sep 15, 2022
Principal office: 5000 AIRPORT PLAZA DRIVE, SUITE 245, LONG BEACH, CA, 90815
Phone: 562-491-4410
Website: https://www.linkedin.com/company/wealthspring-partners

Assets & accounts

ADV Item 5F

Total regulatory AUM: $370.2M
Discretionary AUM: $370.2M
Non-discretionary AUM: $0
Discretionary accounts: 922
Non-discretionary accounts: 0
Total accounts: 922
AUM per client: $905K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$3.8M
Charitable organizations	Fewer than 5	$2.3M
High net worth individuals	102	$243.9M
Individuals (other than high net worth individuals)	307	$120.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
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

This 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.