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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 2 offices throughout the country.
WELLSPRING FINANCIAL PARTNERS is a Tucson, Arizona based Financial Planning firm with nearly $1,016,208,473 assets under management, offering retirement planning & investment advisory services to 430 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 158872 |
| SEC# | 801-112630 |
| Assets Managed by Firm | $1,016,208,473 |
| No. of Clients | 430 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 430 | $1,016,208,473 |
| Individuals (other than high net worth individuals) | 274 | $79,912,325 |
| High net worth individuals | 104 | $274,306,394 |
| Pension and profit sharing plans | 51 | $661,989,754 |
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