Wellspring Family Office

Overview

Wellspring Family Office is an independent SEC-registered RIA organized as an LLC and operating as a capital allocator for both high-net-worth individuals/families and select institutional clients. The firm offers financial planning, portfolio management for individuals and small businesses, and manager selection services. Its fees include a percentage of AUM and fixed-fee arrangements, and it is also registered to sell other financial products. Wellspring was founded in 2007 and does not position itself as an active ESG investor. The firm was named an Elite Advisor by CNBC in 2026. Wellspring acts as an allocator to outside managers rather than running a purely in-house product shelf. That orientation shows through its advisory workflow—selection of other advisers is listed as a core activity—which suggests a model that blends client advisory work with placement of external fund managers where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives