Wellspring Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Hillsboro, OR. Its latest Form ADV filing, dated March 31, 2026, reports $152M in regulatory assets under management, 5 employees, 1 office, and 717 accounts.
Assets Under Management
$152M
Employees
5
Offices
1 office
Total Clients
271
Primary office
HILLSBORO, OR
4660 NE BELKNAP COURT, SUITE 221, HILLSBORO, OR, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 19, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 83.0% of total clients.
Top client categories% of clientsClients
1
Individuals
83.0%
225
2
HNWI
17.0%
46
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$152Mas of March 31, 2026
Discretionary100.0%
$152M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$152M
Total Accounts717
10Y AUM Change$-66M (-30.1%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee54:1
10Y Employee Change+4 (+400.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.