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

More Retirement Planning firms in West Harrison, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
BLACKROCK ADVISORS, LLC 50 Hudson Yards New York, NY, 10001	$869,677,370,186	306	221
MORGAN STANLEY INVESTMENT MANAGEMENT INC. 1585 Broadway New York, NY, 10036	$535,031,832,553	25406	492

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