Wellspring Financial Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tucson, AZ. Its latest Form ADV filing, dated March 2, 2026, reports $1.2B in regulatory assets under management, 10 employees, 1 office, and 470 accounts.
Assets Under Management
$1.2B
Employees
10
Offices
1 office
Total Clients
470
Primary office
TUCSON, AZ
4703 E. CAMP LOWELL DRIVE, SUITE 135, TUCSON, AZ, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 63.2% of total clients.
Top client categories% of clientsClients
1
Individuals
63.2%
297
2
HNWI
25.7%
121
3
Pension Plans
11.1%
52
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Bas of March 2, 2026
Discretionary80.0%
$977M
80% of total RAUM80.0%
Non-discretionary20.0%
$244M
20% of total RAUM20.0%
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.
Total AUM$1.2B
Total Accounts470
10Y AUM Change+$1.1B (+1056.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee47:1
10Y Employee Change+6 (+150.0%)
* 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.