WELLSPRING WEALTH MANAGEMENT LLC

11720 Amber Park Drive
Suite 150
Alpharetta, Georgia 30009-2276
Tel: 770-410-4088

About WELLSPRING WEALTH MANAGEMENT LLC

WELLSPRING WEALTH MANAGEMENT LLC, formally registered with the SEC as WELLSPRING WEALTH MANAGEMENT LLC. The firm was established in 06/20/2005. They have over 3 offices throughout the country.

WELLSPRING WEALTH MANAGEMENT LLC is a Alpharetta, Georgia based Financial Planning firm with nearly $439,821,274 assets under management, offering retirement planning & investment advisory services to 498 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	134834
SEC#	801-64350
Assets Managed by Firm	$439,821,274
No. of Clients	498
No. of Advisors	9

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (SHARE IN FEE CHARGED BY SUB-ADVISER.)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	498	$439,821,274
Individuals (other than high net worth individuals)	83	$33,289,946
High net worth individuals	103	$367,562,669
Pension and profit sharing plans	1	$8,461,434
Charitable organizations	4	$7,199,869
Corporations or other businesses	16	$23,307,356

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