PPrivate Fund Data Log in Join · $37/mo

Lifespring Wealth Management, LLC

● SEC registered since 2024CRD 295694SEC# 801-129671
Export (members)
Reg. AUM
$108.4M
Employees
2
Accounts
247
Location

Lifespring Wealth Management, LLC assets under management

Lifespring Wealth Management, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2024. It reports $108.4 million in regulatory assets under management and employs 2 people.

Lifespring Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Andrew Carl Tuecke ControlManaging Member And Chief Compliance Officer50-75%2018
Robert Christopher Sullivan ControlManaging Member25-50%2020

Frequently asked questions

How much does Lifespring Wealth Management, LLC manage?

Lifespring Wealth Management, LLC reports $108.4 million in regulatory assets under management on its Form ADV.

How many employees does Lifespring Wealth Management, LLC have?

Lifespring Wealth Management, LLC reports 2 employees.

Does Lifespring Wealth Management, LLC disclose fund performance?

Lifespring Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone319-229-7439
Fax319-349-4772
Office hours8 a.m. To 5 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$108.4M
Non-discretionary$0
Total (RAUM)$108.4M