Wellspring Family Office
Firm details
- Headquarters
- Cleveland, Ohio
- CRD number
- 143112
- Registered since
- March 15, 2007
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI97.52%
- Individuals1.61%
- Charitable Organizations0.87%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Wellspring Family Office is an independent RIA organized as a limited liability company that positions itself as a family-office style wealth manager and capital allocator. The firm is SEC‑registered (2007) and serves both individual/family and institutional clients, delivering financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its fee arrangements include both percentage‑of‑AUM and fixed fees. Wellspring is identified as a capital allocator and is also registered as an Other Financial Product Salesperson. The firm was recognized by CNBC’s Elite Advisors list in 2026.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds64%
- Exchange Traded Equities23%
- Non-Investment Grade Corp Bonds6%
- Cash & Cash Equivalents6%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 89Active vs passive
$7.9B in ETFs
91%
$7.1B
0%
$715M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $3.5B | 4,794,502 | 44.17% |
Location
Cleveland, OH
Cuyahoga
Location
Cleveland, OH
Headquartered in Cleveland, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Cuyahoga
- Address
- 5900 Landerbrook Dr
- Time zone
- ET (UTC-5)
- Office locations
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