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WELLSPRING WEALTH MANAGEMENT LLC

ALPHARETTA, GA · CRD 134834 · IAPD ↗ · 770-410-4088

$584.8MRegulatory AUM
5Advisory reps
8Employees
3Clients
1-10Planning clients
0Private funds
2States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — WELLSPRING WEALTH MANAGEMENT LLC crossed $500M in regulatory AUM ($498.2M -> $584.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
68
April 2025 — WELLSPRING WEALTH MANAGEMENT LLC now reports custody of client assets ($1.6M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.