LONG BEACH, CACRD 322756Latest ADV February 27, 2026
Wealthspring is an SEC registered investment adviser organized as a limited liability company with a primary office location in Long Beach, CA. Its latest Form ADV filing, dated February 27, 2026, reports $370M in regulatory assets under management, 7 employees, 8 offices, and 922 accounts.
Assets Under Management
$370M
Employees
7
Offices
8 offices
Total Clients
409
Primary office
LONG BEACH, CA
5000 AIRPORT PLAZA DRIVE, SUITE 245, LONG BEACH, CA, 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 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 75.1% of total clients.
Top client categories% of clientsClients
1
Individuals
75.1%
307
2
HNWI
24.9%
102
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$370Mas of February 27, 2026
Discretionary100.0%
$370M
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$370M
Total Accounts922
10Y AUM Change+$370M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee58:1
10Y Employee Change-1 (-12.5%)
* 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.