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Home > Retirement Planners > oregon > lake oswego > WELLSPRING ADVISORS, INC.
WELLSPRING ADVISORS, INC.
5800 Meadows Rd
Suite 210
Lake Oswego, Oregon 97035
Tel: 503-594-1210
About WELLSPRING ADVISORS, INC.
WELLSPRING ADVISORS, INC, formally registered with the SEC as WELLSPRING ADVISORS, INC. The firm was established in 02/12/2021. They have over 3 offices throughout the country.
WELLSPRING ADVISORS, INC. is a Lake Oswego, Oregon based Financial Planning firm with nearly $219,995,831 assets under management, offering retirement planning & investment advisory services to 1185 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 147861 |
| SEC# | 801-120308 |
| Assets Managed by Firm | $219,995,831 |
| No. of Clients | 1185 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1185 | $219,995,831 |
| Individuals (other than high net worth individuals) | 384 | $104,804,699 |
| High net worth individuals | 64 | $112,160,952 |
| Charitable organizations | 6 | $3,030,180 |
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|---|---|---|---|
| $34,385,256,113 | 126310 | 112 | |
| $25,897,235,362 | 73 | 9 | |
| $13,438,401,059 | 431 | 41 | |
| $8,394,137,837 | 4068 | 60 | |
| $6,856,132,947 | 1409 | 17 |
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