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Home > Retirement Planners > arizona > tucson > WELLSPRING FINANCIAL PARTNERS
WELLSPRING FINANCIAL PARTNERS
4703 E. Camp Lowell Drive
Suite 135
Tucson, Arizona 85712
Tel: 520-327-1019
About WELLSPRING FINANCIAL PARTNERS
WELLSPRING FINANCIAL PARTNERS, formally registered with the SEC as WELLSPRING FINANCIAL PARTNERS. The firm was established in 04/13/2018. They have over 1 offices throughout the country.
WELLSPRING FINANCIAL PARTNERS is a Tucson, Arizona based Financial Planning firm with nearly $691,444,782 assets under management, offering retirement planning & investment advisory services to 343 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 158872 |
| SEC# | 801-112630 |
| Assets Managed by Firm | $691,444,782 |
| No. of Clients | 343 |
| No. of Advisors | 9 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 343 | $691,444,782 |
| Individuals (other than high net worth individuals) | 215 | $60,680,144 |
| High net worth individuals | 82 | $197,779,913 |
| Pension and profit sharing plans | 46 | $432,984,725 |
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