Wealthspring

Overview

Wealthspring operates as an independent registered investment adviser organized as an LLC and registered with the SEC in 2022. The firm is owned by an individual and directs its services primarily to individuals and families, offering financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of third‑party advisers. Fees are charged on a percentage‑of‑AUM basis and through hourly and fixed fee arrangements. Wealthspring identifies itself as a capital allocator, placing client capital with external managers as part of its implementation toolkit. The firm does not position itself as an ESG specialist and is not registered as a multi‑state adviser. It lists an accounting professional affiliation and emphasizes third‑party manager selection as part of its advisory activities, which aligns with the capital‑allocator role noted above.

Assets & Accounts

Public Holdings

Investments & Alternatives