Spring Street Wealth

RIASEC RegisteredEst. 2025

Total AUM

$26.4M

Discretionary

$24.4M

92% of AUM

Avg account

$348K

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 338643
Registered since: November 13, 2025
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI83.21%
Individuals16.64%
Pension & Profit Sharing Plans0.15%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Spring Street Wealth is an independent, owner-operated registered investment adviser organized as an LLC. The firm is SEC-registered (2025) and positions itself as a capital allocator serving both individual/family and institutional clients. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, and selection of third-party advisers. Compensation is charged as a percentage of assets under management and via fixed fees. The firm identifies as an active ESG investor, which informs its manager selection and portfolio construction.