| Name | Title | Ownership | Since |
|---|---|---|---|
| John David Glover Control | Chairman And Managing Partner | Under 5% | 2009 |
| Valeri Jan Bishop Control | Chief Compliance Officer | Under 5% | 2021 |
| Wellspring Wealth, LLC Control | Owner | Over 75% | 2017 |
Wellspring Wealth Management LLC reports $498.2 million in regulatory assets under management on its Form ADV.
Wellspring Wealth Management LLC reports 8 employees.
Wellspring Wealth Management LLC is based in Alpharetta, GA and has been SEC-registered since 2005.
Wellspring Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 11720 Amber Park Drive, Suite 150, Alpharetta, GA 30009-2276 |
| Phone | 770-410-4088 |
| Fax | 770-410-9366 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | Yes |
| Discretionary | $498.2M |
| Non-discretionary | $3 |
| Total (RAUM) | $498.2M |