Springtru, LLC

Overview

Springtru, LLC is an independent registered investment adviser that focuses on serving individual and family clients through fee-based financial planning and discretionary portfolio management. The firm operates as a capital allocator: it builds portfolios using exchange-traded equities and mutual funds for core exposure while selectively placing client capital with third-party managers in private equity and real estate. Springtru also offers selection-of-other-advisers services, which it uses to access specialized managers for non‑public allocations. Its fee model is flexible, combining percentage-of-AUM billing with hourly and fixed-fee arrangements, which supports work for both ongoing wealth management relationships and discrete planning or consulting engagements. The firm is not an active ESG investor and does not represent itself as a multi-state adviser or pension consultant. An industry affiliation with a law firm is noted, which may inform the firm’s client base and planning-focused work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices