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WEALTHSPRING CAPITAL LLC
2 Westchester Park Drive
Suite 108
West Harrison, New York 10604
Tel: 914-419-2207
About WEALTHSPRING CAPITAL LLC
WEALTHSPRING CAPITAL LLC, formally registered with the SEC as WEALTHSPRING CAPITAL LLC. The firm was established in 10/09/2019. They have over 1 offices throughout the country.
WEALTHSPRING CAPITAL LLC is a West Harrison, New York based Financial Planning firm with nearly $503,434,486 assets under management, offering retirement planning & investment advisory services to 360 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 301040 |
| SEC# | 801-117460 |
| Assets Managed by Firm | $503,434,486 |
| No. of Clients | 360 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 360 | $503,434,486 |
| Individuals (other than high net worth individuals) | Fewer than 5 clients | $606,955 |
| High net worth individuals | 83 | $56,874,486 |
| Pension and profit sharing plans | Fewer than 5 clients | $4,652,960 |
| Charitable organizations | Fewer than 5 clients | $852,100 |
| Other investment advisers | 11 | $386,018,280 |
| Corporations or other businesses | 13 | $50,393,936 |
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