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WEALTHSPRING

LONG BEACH, CA · CRD 322756 · IAPD ↗ · 562-491-4410

$370.2MRegulatory AUM
3Advisory reps
10Employees
2Clients
101-250Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
March 2026 — WEALTHSPRING 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
53
November 2024 — WEALTHSPRING added office(s): 4 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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