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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