Wealthspring
Firm details
- Headquarters
- Long Beach, California
- CRD number
- 322756
- Registered since
- September 15, 2022
- Website
- www.wealthspringpartners.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI65.88%
- Individuals32.48%
- Corporations / Businesses1.03%
- Charitable Organizations0.61%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Wealthspring is an independent Registered Investment Adviser organized as a limited liability company. The firm acts as a capital allocator for individual and family clients, operating with a mix of fee models that include a percentage of assets under management, hourly charges and fixed fees. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of outside advisers. Wealthspring does not position itself as an ESG-focused investor and lists an accounting affiliation among its industry relationships.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds78%
- Exchange Traded Equities10%
- Cash & Cash Equivalents10%
- Other2%
Owners & executives
1 of 1
Jay Douglas
Partner, Chief Investment StrategistCRD 3138473
Contacts
3 of 4
Tracy Miu
Financial Planning Services ManagerCRD 6050237
Leanne Drayton
SupervisorCRD 3142643
Theodore Athans
OwnerCRD 3164104
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 36Active vs passive
$85.3M in ETFs
68%
$57.7M
31%
$27.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $14.5M | 327,536 | 17.04% |
Location
Long Beach, CA
Los Angeles
Location
Long Beach, CA
Headquartered in Long Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 5000 Airport Plaza Dr
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Goldman Lancaster, Inc.
RIALong Beach, CA
Kensington Investment Counsel
RIALong Beach, CA
Crux Wealth Advisors
RIALong Beach, CA
Lederer & Associates Investment Counsel
RIALong Beach, CA
The Chartist
RIALong Beach, CA
CLG LLC
RIALong Beach, CA