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WELLSPRING FAMILY OFFICE

CLEVELAND, OH · CRD 143112 · IAPD ↗ · wellspringadvisorsllc.com · 216-367-0680

$5.06BRegulatory AUM
11Advisory reps
31Employees
0Clients
101-250Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
July 2026 — WELLSPRING FINANCIAL ADVISORS, LLC is now doing business as WELLSPRING FAMILY OFFICE.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
70
April 2024 — WELLSPRING FINANCIAL ADVISORS, LLC reported RAUM up 55% ($2.35B -> $3.63B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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