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WELLSPRING ADVISORS, INC.

HILLSBORO, OR · CRD 147861 · IAPD ↗ · 503-714-9531

$152.2MRegulatory AUM
2Advisory reps
5Employees
0Clients
101-250Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
December 2025 — WELLSPRING ADVISORS, INC. moved its main office from LAKE OSWEGO, OR to HILLSBORO, OR.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
58
April 2024 — WELLSPRING ADVISORS, INC. reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
55
February 2024 — OSWEGO WEALTH ADVISORS INC. is now doing business as WELLSPRING ADVISORS, INC..
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

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