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Wellspring Financial Advisors, LLC

● SEC registered since 2007CRD 143112SEC# 801-67630Cleveland, OH
Export (members)
Reg. AUM
$4.21B
Employees
37
Accounts
1,551
Location
Cleveland, OH

Wellspring Financial Advisors, LLC assets under management

Wellspring Financial Advisors, LLC is an SEC-registered investment adviser based in Cleveland, OH. The firm has been registered since 2007. It reports $4.2 billion in regulatory assets under management and employs 37 people.
www.wellspringadvisorsllc.comView on SEC.gov ↗

Wellspring Financial Advisors, LLC owners & executives

8 reported
NameTitleOwnershipSince
Frederick Daniel McLaughlinSr. Wealth Advisor | Managing Director5-10%2023
Jeffrey D Kadlic ControlPresident & CooUnder 5%2024
Jennifer StatonDirector10-25%2021
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Frequently asked questions

How much does Wellspring Financial Advisors, LLC manage?

Wellspring Financial Advisors, LLC reports $4.2 billion in regulatory assets under management on its Form ADV.

How many employees does Wellspring Financial Advisors, LLC have?

Wellspring Financial Advisors, LLC reports 37 employees.

Where is Wellspring Financial Advisors, LLC located?

Wellspring Financial Advisors, LLC is based in Cleveland, OH and has been SEC-registered since 2007.

Does Wellspring Financial Advisors, LLC disclose fund performance?

Wellspring Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5900 Landerbrook Drive, Suite 100, Cleveland, OH 44125
Phone216-367-0680
Fax216-367-0690
Office hours9:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.37B
Non-discretionary$2.84B
Total (RAUM)$4.21B