Wealth Manager
    SEC Registered
    Manages Private Funds

    Wellspring Financial Partners

    Registered investment advisor · Tucson, Arizona · CRD #158872

    Assets Under Management
    $1.2B
    Client Accounts
    470
    Employees
    10
    CRD Number
    158872
    Registration
    SEC Registered
    Custodian
    Fidelity Brokerage Services Llc, Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Wellspring Financial Partners

    Wellspring Financial Partners is a fee-only investment advisory firm founded in 2011, focusing on retirement plans and financial planning for individuals and businesses. It operates independently from Wall Street firms, prioritizing client success over commissions.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Wellspring Financial Partners

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    Frequently Asked Questions

    What is Wellspring Financial Partners's AUM?

    Wellspring Financial Partners reports approximately $1.2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Wellspring Financial Partners headquartered?

    Wellspring Financial Partners is headquartered in Tucson, Arizona.

    What is Wellspring Financial Partners's CRD number?

    Wellspring Financial Partners's CRD number is 158872. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Wellspring Financial Partners manage?

    Wellspring Financial Partners manages approximately 470 client accounts according to its latest SEC filing.

    Is Wellspring Financial Partners SEC registered?

    Yes, Wellspring Financial Partners is registered with the SEC as an investment adviser with an approved registration status.

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