Wellspring Financial Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cleveland, OH. Its latest Form ADV filing, dated March 17, 2026, reports $5.1B in regulatory assets under management, 31 employee, and 2,051 accounts.
Assets Under Management
$5.1B
Employees
31
Offices
--
Total Clients
148
Primary office
CLEVELAND, OH
5900 LANDERBROOK DRIVE, SUITE 100, CLEVELAND, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 79.7% of total clients.
Top client categories% of clientsClients
1
HNWI
79.7%
118
2
Individuals
14.2%
21
3
Charitable
6.1%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.1Bas of March 17, 2026
Discretionary32.5%
$1.6B
33% of total RAUM32.5%
Non-discretionary67.5%
$3.4B
67% of total RAUM67.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$5.1B
Total Accounts2,051
10Y AUM Change+$3.8B (+295.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees31
Clients per Employee5:1
10Y Employee Change+20 (+181.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.