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WEALTHSPRING
5000 Airport Plaza Drive, Suite 245
Long Beach, California 90815
Tel: 562-491-4410
About WEALTHSPRING
WEALTHSPRING, formally registered with the SEC as WEALTHSPRING. The firm was established in 09/15/2022. They have over 9 offices throughout the country.
WEALTHSPRING is a Long Beach, California based Financial Planning firm with nearly $300,055,562 assets under management, offering retirement planning & investment advisory services to 932 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 322756 |
| SEC# | 801-126563 |
| Assets Managed by Firm | $300,055,562 |
| No. of Clients | 932 |
| No. of Advisors | 7 |
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
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 932 | $300,055,562 |
| Individuals (other than high net worth individuals) | 349 | $129,186,463 |
| High net worth individuals | 75 | $166,694,537 |
| Charitable organizations | Fewer than 5 clients | $1,920,827 |
| Corporations or other businesses | 5 | $2,253,735 |
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|---|---|---|---|
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