WELLSPRING ADVISORS, INC.

RIASEC RegisteredEst. 2021

Total AUM

$152M

Discretionary

$152M

100% of AUM

Avg account

$212K

Accounts

717

Employees

Advisory reps

Firm details

Headquarters: HILLSBORO, Oregon
CRD number: 147861
Registered since: February 12, 2021
Custodians: SEI INVESTMENTS DISTRIBUTION CO., CAPITAL CLIENT GROUP, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI53.29%
Individuals46.11%
Charitable Organizations0.58%
Pension & Profit Sharing Plans0.02%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Wellspring Advisors, Inc. is an independent registered investment adviser that focuses on serving individual and family clients with comprehensive financial planning and discretionary portfolio management. The firm acts as a capital allocator, building portfolios primarily from pooled public funds and mutual funds while selecting third‑party managers for specialized strategies. Fee arrangements include percentage of AUM, hourly charges, and fixed fees, allowing flexibility across advisory engagements. Wellspring Advisors, Inc. is SEC‑registered (since 2021) and positions its work around individualized planning, portfolio oversight for individuals and small businesses, and the selection and oversight of outside advisers where specialized expertise is required. The firm is not an active ESG investor.