WELLSPRING FINANCIAL PARTNERS

Overview

Wellspring Financial Partners is an independent registered investment adviser that provides financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm operates a fee model that combines a percentage of assets under management with hourly and fixed-fee engagements, allowing for both ongoing advisory relationships and project-based work. Filings show the firm is not focused on ESG investing and serves both individual/family and institutional clients. Investment activity centers on pooled public funds, with the firm allocating the vast majority of client capital into mutual funds and similar vehicles. That approach signals a preference for diversified, manager-driven exposure rather than concentrated individual-stock portfolios. Where alternatives are used, Wellspring leans toward private credit strategies to complement public allocations. The adviser maintains both discretionary and non-discretionary mandates and uses major custodians to execute and custody client assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices