Spring Street Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 24, 2026, reports $26M in regulatory assets under management, 1 employee, and 76 accounts.
Assets Under Management
$26M
Employees
1
Offices
--
Total Clients
30
Primary office
NEW YORK, NY
101 AVENUE OF THE AMERICAS, 9TH FLOOR OFFICE 905, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 50.0% of total clients.
Top client categories% of clientsClients
1
HNWI
50.0%
15
2
Individuals
43.3%
13
3
Pension Plans
6.7%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$26Mas of March 24, 2026
Discretionary92.4%
$24M
92% of total RAUM92.4%
Non-discretionary7.6%
$2M
8% of total RAUM7.6%
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$26M
Total Accounts76
10Y AUM Change+$26M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee30:1
10Y Employee Change0 (0.0%)
* 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.