WELLSPRING FINANCIAL ADVISORS, LLC

5900 Landerbrook Drive
Suite 100
Cleveland, Ohio 44125
Tel: 216-367-0680

About WELLSPRING FINANCIAL ADVISORS, LLC

WELLSPRING FINANCIAL ADVISORS, LLC, formally registered with the SEC as WELLSPRING FINANCIAL ADVISORS, LLC. The firm was established in 03/15/2007. They have over 1 offices throughout the country.

WELLSPRING FINANCIAL ADVISORS, LLC is a Cleveland, Ohio based Financial Planning firm with nearly $3,629,363,797 assets under management, offering retirement planning & investment advisory services to 1630 clients. The firm is staffed with 26 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	143112
SEC#	801-67630
Assets Managed by Firm	$3,629,363,797
No. of Clients	1630
No. of Advisors	26

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (TAX PLANNING AND COMPLIANCE)

Firm Client Information

	No. of Clients	AUM
Firm Total	1630	$3,629,363,797
Individuals (other than high net worth individuals)	20	$57,345,167
High net worth individuals	112	$3,542,331,347
Charitable organizations	6	$29,687,283

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DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
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