WEALTHSPRING ADVISORS, LLC

RIASEC Registered

Total AUM

$46.1M

Discretionary

$45.4M

99% of AUM

Avg account

$307K

Accounts

150

Employees

Advisory reps

Firm details

Headquarters: MINNEAPOLIS, Minnesota
CRD number: 147063
Website: www.wealthspringadvisors.com
Custodians: ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI76.45%
Individuals22.97%
Charitable Organizations0.59%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Wealthspring Advisors, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional clients, offering financial planning and discretionary portfolio management for individuals, small businesses, and larger business or institutional accounts. Its billing model is flexible: percent-of-AUM fees are used alongside hourly and fixed-fee engagements. FINTRX flags the firm as not an active ESG investor and not a multi-state adviser; it is also classified as not being a capital allocator.